12 West Capital Management LP
CIK Number: 0001540531
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SHAK | Shake Shack Inc... | 94.58 | +3.23% | 1.54M | -4.63% | 217.03M | 50.22 | 22.95% | Share |
| 2 | GDS | GDS Holdings Li... | 41.35 | +2.78% | 4.86M | 0.00% | 148.71M | 29.61 | 15.73% | Share |
| 3 | RBLX | Roblox Corporat... | 133.52 | -0.41% | 1.13M | -4.23% | 119.19M | 43.94 | 12.61% | Share |
| 4 | TOST | Toast, Inc. | 36.11 | +1.43% | 1.76M | 0.00% | 78.08M | 20.63 | 8.26% | Share |
| 5 | TBBB | BBB Foods Inc. | 25.14 | +0.58% | 2.42M | +5.68% | 67.15M | 27.87 | 7.10% | Share |
| 6 | KRUS | Kura Sushi USA,... | 59.60 | +2.25% | 556.41K | 0.00% | 47.9M | 91.28 | 5.07% | Share |
| 7 | KVYO | Klaviyo, Inc. | 25.89 | -0.46% | 1.31M | +100.00% | 44.09M | 33.58 | 4.66% | Share |
| 8 | WING | Wingstop Inc. | 265.25 | +1.02% | 114K | 0.00% | 38.39M | 225.58 | 4.06% | Share |
| 9 | NET | Cloudflare, Inc... | 224.56 | +3.46% | 165K | 0.00% | 32.31M | 35.95 | 3.42% | Share |
| 10 | MRVI | Maravai LifeSci... | 2.97 | -5.41% | 12.52M | 0.00% | 30.18M | 8.82 | 3.19% | Share |
| 11 | RGEN | Repligen Corpor... | 145.23 | -0.4% | 241.23K | 0.00% | 30M | 83.39 | 3.17% | Share |
| 12 | AFRM | Affirm Holdings... | 77.43 | +4.04% | 350K | +7.69% | 24.2M | 46.9 | 2.56% | Share |
| 13 | FWRG | First Watch Res... | 15.92 | +1.27% | 1.49M | 0.00% | 23.91M | 17.51 | 2.53% | Share |
| 14 | SN | SharkNinja, Inc... | 101.16 | +0.82% | 226K | +201.33% | 22.37M | 93.82 | 2.37% | Share |
| 15 | SDHC | Smith Douglas H... | 18.15 | +0.78% | 732.35K | +100.00% | 14.22M | 19.42 | 1.50% | Share |
| 16 | OSCR | Oscar Health, I... | 19.29 | +2.06% | 186.85K | 0.00% | 4.01M | 14.69 | 0.42% | Share |
| 17 | NU | Nu Holdings Ltd... | 15.20 | +0.07% | 275K | -80% | 3.77M | 10.24 | 0.40% | Share |