12 West Capital Management LP Portfolio Holdings
12 West Capital Management LP
- $610 Million
- Q1 2025
12 West Capital Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $610 Million distributed in 17 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Shake Shack Inc. with a value of $143M, Gds Holdings LTD with a value of $123M, Roblox Corp with a value of $69M, Toast, Inc. with a value of $58.5M, and Repligen Corp with a value of $30.7M.
Examining the 13F form we can see an decrease of $294M in the current position value, from $904M to 610M.
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
$610 Million
Technology: $223 Million
Consumer Cyclical: $222 Million
Healthcare: $82.2 Million
Communication Services: $69 Million
Financial Services: $14.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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