12 West Capital Management
Long / Short- Manager
- 12 West Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $534.7M
- Positions
- 18
- CIK
- 0001540531
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | GDS Hldgs LTDGDSHISTORY | 14.40% | (0.5%) | $77.0M | 2,563,192 | (13,384) | 0.17% | 13F |
| 2 | BBB Foods IncTBBBHISTORY | 13.39% | (24.9%) | $71.6M | 1,717,770 | (570,000) | 3.80% | 13F13G (older) |
| 3 | Roblox CorpRBLXHISTORY | 9.66% | — | $51.7M | 950,000 | — | 0.13% | 13F |
| 4 | Shake Shack IncSHAKHISTORY | 9.05% | (30.6%) | $48.4M | 863,411 | (380,184) | 2.14% | 13F |
| 5 | Maravai Lifesciences Hldgs IMRVIHISTORY | 8.24% | (2.8%) | $44.1M | 7,060,195 | (200,000) | 4.90% | 13F13G (older) |
| 6 | Repligen CorpRGENHISTORY | 7.15% | +46.5% | $38.2M | 280,165 | +88,932 | 0.50% | 13F |
| 7 | Affirm Hldgs IncAFRMHISTORY | 7.02% | (14.0%) | $37.5M | 460,000 | (75,000) | 0.14% | 13F |
| 8 | Toast IncTOSTHISTORY | 6.49% | — | $34.7M | 1,247,840 | — | 0.21% | 13F |
| 9 | Acm Resh IncACMRHISTORY | 5.34% | +3,588.5% | $28.6M | 225,000 | +218,900 | 1.59% | 13F |
| 10 | Heartflow IncHTFLHISTORY | 4.95% | +41.0% | $26.5M | 902,500 | +262,500 | 1.04% | 13F |
| 11 | Cloudflare IncNETHISTORY | 4.82% | — | $25.8M | 105,000 | — | 0.03% | 13F |
| 12 | Hawaiian Elec Inds Inc MTN BHEHISTORY | 2.85% | (37.5%) | $15.2M | 1,125,000 | (675,000) | 0.65% | 13F |
| 13 | Kura Sushi USA IncKRUSHISTORY | 1.88% | (60.8%) | $10.1M | 175,000 | (271,415) | 4.90% | 13F13G (older) |
| 14 | Once Upon A Farm PBCOFRMHISTORY | 1.40% | — | $7.5M | 365,000 | — | 0.87% | 13F |
| 15 | Shopify IncSHOPHISTORY | 1.11% | — | $5.9M | 52,000 | — | 0.00% | 13F |
| 16 | Enphase Energy IncENPHHISTORY | 0.92% | NEW | $4.9M | 100,000 | +100,000 | — | 13F |
| 17 | On Semiconductor CorpONHISTORY | 0.88% | NEW | $4.7M | 50,000 | +50,000 | 0.01% | 13F |
| 18 | Nu Hldgs LTDNUHISTORY | 0.46% | — | $2.5M | 185,000 | — | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology