12 West Capital Management LP Portfolio Holdings

12 West Capital Management LP

  • $798 Million
  • Q2 2025

12 West Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $798 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 $217M, Gds Holdings LTD with a value of $149M, Roblox Corp with a value of $119M, Toast, Inc. with a value of $78.1M, and Kura Sushi Usa, Inc. with a value of $47.9M.

Examining the 13F form we can see an increase of $187M in the current position value, from $610M to 798M.

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 $798 Million
Consumer Cyclical: $327 Million
Technology: $283 Million
Communication Services: $119 Million
Healthcare: $64.2 Million
Financial Services: $3.77 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $798 Million
  • Prior Value $610 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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