12 West Capital Management LP reported 18 holdings worth US$535M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
12 West Capital Management LP reported 18 holdings worth US$535M as of Jun 30, 2026. Largest: Gds Holdings Ltd., Bbb Foods Inc. and Roblox Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$535M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Gds Holdings Ltd. | 2.56M | US$77M | 14.4% |
| Bbb Foods Inc. | 1.72M | US$71.6M | 13.4% |
| Roblox Corporation | 950K | US$51.7M | 9.7% |
| Shake Shack, Inc. | 863K | US$48.4M | 9.0% |
| Maravai Lifesciences Holdings, Inc. | 7.06M | US$44.1M | 8.2% |
| Repligen Corporation | 280K | US$38.2M | 7.1% |
| Affirm Holdings, Inc. | 460K | US$37.5M | 7.0% |
| Toast, Inc. | 1.25M | US$34.7M | 6.5% |
| Acm Research, Inc. | 225K | US$28.6M | 5.3% |
| Heartflow, Inc. | 903K | US$26.5M | 5.0% |
| Cloudflare, Inc. | 105K | US$25.8M | 4.8% |
| Hawaiian Electric Industries | 1.13M | US$15.2M | 2.8% |
| Kura Sushi Usa, Inc. | 175K | US$10.1M | 1.9% |
| Once Upon A Farm, Pbc | 365K | US$7.48M | 1.4% |
| Shopify Inc. | 52,000 | US$5.94M | 1.1% |
| Enphase Energy, Inc. | 100K | US$4.92M | 0.92% |
| On Semiconductor Corporation | 50,000 | US$4.73M | 0.88% |
| Nu Holdings Ltd. | 185K | US$2.47M | 0.46% |
| Aehr Test Systems | 0 | US$0 | 0.00% |
| Coreweave, Inc. | 0 | US$0 | 0.00% |
| E.l.f. Beauty, Inc. | 0 | US$0 | 0.00% |
| Warby Parker Inc. | 0 | US$0 | 0.00% |