12 West Capital Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

12 West Capital Management LP

CIK Number: 0001540531

945.51M
Market Value
17
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SHAK Shake Shack Inc...
103.98
+6.67% 1.62M -8.25% 142.71M 50.22 21.06% Share
2 GDS GDS Holdings Li...
38.50
+14.93% 4.86M -13.28% 123.22M 29.61 18.18% Share
3 RBLX Roblox Corporat...
132.99
+0.11% 1.18M -42.63% 68.96M 43.94 10.18% Share
4 TBBB BBB Foods Inc.
26.82
+7.11% 2.29M +33.35% 61.07M 27.88 9.01% Share
5 TOST Toast, Inc.
40.77
+2.18% 1.76M -42.67% 58.47M 20.63 8.63% Share
6 RGEN Repligen Corpor...
119.51
-0.6% 241.23K -2.29% 30.69M 83.39 4.53% Share
7 KRUS Kura Sushi USA,...
83.02
+4.43% 556.41K 0.00% 28.49M 91.28 4.20% Share
8 MRVI Maravai LifeSci...
2.79
+7.31% 12.52M +8.02% 27.67M 8.82 4.08% Share
9 WING Wingstop Inc.
274.44
-2.21% 114K +100.00% 25.72M 225.58 3.80% Share
10 FWRG First Watch Res...
17.71
+0.17% 1.49M -25.96% 24.82M 17.51 3.66% Share
11 WRBY Warby Parker In...
27.54
+1.96% 1.18M +100.00% 21.42M 18.23 3.16% Share
12 NET Cloudflare, Inc...
224.64
+0.75% 165K 0.00% 18.59M 35.95 2.74% Share
13 AFRM Affirm Holdings...
81.41
-4.08% 325K +100.00% 14.69M 45.19 2.17% Share
14 NU Nu Holdings Ltd...
15.62
+0.71% 1.38M +100.00% 14.08M 10.24 2.08% Share
15 MNDY monday.com Ltd.
191.72
+2.34% 34K +100.00% 8.27M 243.16 1.22% Share
16 SN SharkNinja, Inc...
115.53
-0.44% 75K +100.00% 6.26M 83.41 0.92% Share
17 OSCR Oscar Health, I...
19.44
-0.21% 186.85K 0.00% 2.45M 14.69 0.36% Share