account_balance
Investment manager · 13F filer · SEC CIK 1540531
12 West Capital Management LP
Reported value$535Mas of Jun 30, 2026
Positions18 2 new, 4 sold out
Top 10 weight85.7%GDS alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GDSGDS Hldgs Ltd
14.4%
TBBBBBB Foods Inc
13.4%Trimmed −25%
RBLXRoblox Corp
9.7%
SHAKShake Shack Inc
9.0%Trimmed −31%
MRVIMaravai Lifesciences Hldgs I
8.2%Trimmed −3%
RGENRepligen Corp
7.1%Added +47%
AFRMAffirm Hldgs Inc
7.0%Trimmed −14%
TOSTToast Inc
6.5%
ACMRAcm Resh Inc
5.3%Added +3589%
HTFLHeartflow Inc
5.0%Added +41%
NETCloudflare Inc
4.8%
HE2.8%GDSGDS Hldgs Ltd
14.4%
TBBBBBB Foods Inc
13.4%Trimmed −25%
RBLXRoblox Corp
9.7%
SHAKShake Shack Inc
9.0%Trimmed −31%
MRVIMaravai Lifesciences Hldgs I
8.2%Trimmed −3%
RGEN7.1%AFRM7.0%TOST6.5%ACMR5.3%HTFL5.0%NET4.8%HEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GDS GDS Hldgs Ltd 14.4% HeldTBBB BBB Foods Inc 13.4% Trimmed −25%RBLX Roblox Corp 9.7% HeldSHAK Shake Shack Inc 9.0% Trimmed −31%MRVI Maravai Lifesciences Hldgs I 8.2% Trimmed −3%RGEN Repligen Corp 7.1% Added +47%AFRM Affirm Hldgs Inc 7.0% Trimmed −14%TOST Toast Inc 6.5% HeldACMR Acm Resh Inc 5.3% Added +3589%HTFL Heartflow Inc 5.0% Added +41%NET Cloudflare Inc 4.8% HeldHE Hawaiian Elec Inds Inc MTN B 2.8% Trimmed −38%
What changed