Holdings
12 West Capital Management LP
As of Jun 30, 2026, 12 West Capital Management LP reported 18 positions worth US$535M. Largest: Gds Holdings Ltd., Bbb Foods Inc. and Roblox Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Gds Holdings Ltd. | 2.56M | US$77M | −13,384 | Jun 30, 2026 |
| Bbb Foods Inc. | 1.72M | US$71.6M | −570K | Jun 30, 2026 |
| Roblox Corporation | 950K | US$51.7M | no change | Jun 30, 2026 |
| Shake Shack, Inc. | 863K | US$48.4M | −380K | Jun 30, 2026 |
| Maravai Lifesciences Holdings, Inc. | 7.06M | US$44.1M | −200K | Jun 30, 2026 |
| Repligen Corporation | 280K | US$38.2M | +88,932 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 460K | US$37.5M | −75,000 | Jun 30, 2026 |
| Toast, Inc. | 1.25M | US$34.7M | no change | Jun 30, 2026 |
| Acm Research, Inc. | 225K | US$28.6M | +219K | Jun 30, 2026 |
| Heartflow, Inc. | 903K | US$26.5M | +263K | Jun 30, 2026 |