12 West Capital Management LP Portfolio Holdings

12 West Capital Management LP

  • $813 Million
  • Q3 2025

12 West Capital Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $813 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gds Holdings LTD with a value of $175M, Shake Shack Inc. with a value of $164M, Roblox Corp with a value of $148M, Toast, Inc. with a value of $65.1M, and Unity Software Inc. with a value of $38.6M.

Examining the 13F form we can see an increase of $14.9M in the current position value, from $798M to 813M.

12 West Capital Management LP is based out at New York, NY

Below you can find more details about 12 West Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $813 Million
Technology: $340 Million
Consumer Cyclical: $249 Million
Communication Services: $148 Million
Healthcare: $71.7 Million
Financial Services: $4.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.65B
$175 Million 21.54% of portfolio
4,521,976
Q3 2025 Reduced 7.04%
$3.56B
$164 Million 20.2% of portfolio
1,753,595
Q3 2025 Added 13.6%
$55.8B
$148 Million 18.16% of portfolio
1,065,000
Q3 2025 Reduced 6.0%
$11.6B
$65.1 Million 8.01% of portfolio
1,782,840
Q3 2025 Added 1.13%
$11B
$38.6 Million 4.76% of portfolio
965,000
Q3 2025 New
$479M
$35.9 Million 4.42% of portfolio
12,521,335
Q1 2025 Added 8.02%
$59.6B
$35.4 Million 4.36% of portfolio
165,000
Q4 2021 Reduced 53.28%
$398M
$33.1 Million 4.07% of portfolio
556,415
Q4 2024 Added 12.77%
$8.46B
$32.2 Million 3.97% of portfolio
241,233
Q1 2025 Reduced 2.29%
$6.97B
$28.7 Million 3.53% of portfolio
114,000
Q1 2025 New
$16.2B
$25.6 Million 3.15% of portfolio
350,000
Q2 2025 Added 7.69%
$1B
$23.3 Million 2.87% of portfolio
1,490,701
Q1 2025 Reduced 25.96%
$56.3B
$4.4 Million 0.54% of portfolio
275,000
Q2 2025 Reduced 80.0%
$2.46B
$3.54 Million 0.44% of portfolio
186,855
Q1 2024 New
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 39.98%
Smith Douglas Homes Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.93%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $813 Million
  • Prior Value $798 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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