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12 West Capital Management LP13F | |
| 12 West Capital Management LP | |
| Last update 2025-05-15 | 17 Stocks (6 new) |
| Value $678.00 Mil | Turnover 16 % |
12 West Capital Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAK | Shake Shack Inc | 1,618,595 | 142,711.5 | -8.25% | 21.060 | -1.98% | 4.020 | +57.34% | +6.66% | 5,568.3 | Restaurants | |
GDS | GDS Holdings Ltd | 4,864,476 | 123,217.2 | -13.28% | 18.180 | -1.85% | 2.500 | +55.60% | +53.31% | 6,976.1 | Software | |
RBLX | Roblox Corp | 1,183,000 | 68,957.1 | -42.63% | 10.180 | -5.33% | 0.170 | +82.66% | +100.40% | 78,647.1 | Interactive Media | |
TBBB | BBB Foods Inc | 2,289,058 | 61,072.1 | +33.35% | 9.010 | +2.25% | 1.990 | -10.53% | -8.63% | 2,965.6 | Retail - Defensive | |
TOST | Toast Inc | 1,762,840 | 58,473.4 | -42.67% | 8.630 | -5.01% | 0.300 | +35.80% | +29.99% | 27,410.0 | Software | |
RGEN | Repligen Corp | 241,233 | 30,694.5 | -2.29% | 4.530 | -0.09% | 0.430 | -14.89% | -16.39% | 6,761.6 | Medical Devices & Instruments | |
KRUS | Kura Sushi USA Inc | 556,415 | 28,488.5 | 0% | 4.200 | 0% | 4.600 | +50.11% | +1.57% | 1,112.6 | Restaurants | |
MRVI | Maravai LifeSciences Holdings Inc | 12,521,335 | 27,672.2 | +8.02% | 4.080 | +0.30% | 8.700 | +25.95% | -51.47% | 380.8 | Biotechnology | |
WING | Wingstop Inc | 114,000 | 25,716.1 | New Holding | 3.800 | +3.80% | 0.410 | +49.43% | +13.91% | 9,014.0 | Restaurants | |
FWRG | First Watch Restaurant Group Inc | 1,490,701 | 24,820.2 | -25.96% | 3.660 | -1.02% | 2.440 | -6.88% | +0.08% | 1,136.0 | Restaurants |
12 West Capital Management LP's Historical Top Holdings Breakdowns
12 West Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RBLX | Roblox Corp | 2025-03-31 | Reduce Reduce | -5.33% | 53.77 ($62.86) 75.47 | $115.95 | 84.46% | Reduce -42.63% | 1,183,000 | -878,988 | |
TOST | Toast Inc | 2025-03-31 | Reduce Reduce | -5.01% | 32.61 ($37.44) 41.98 | $47.38 | 26.55% | Reduce -42.67% | 1,762,840 | -1,312,000 | |
DDOG | Datadog Inc | 2025-03-31 | Sold Out Sold Out | -3.99% | 98.68 ($126.18) 151.89 | $143.28 | 13.55% | Sold Out | 0 | -266,500 | |
WING | Wingstop Inc | 2025-03-31 | New Buy New Buy | +3.80% | 207 ($260.1) 311.93 | $323.05 | 24.20% | New holding | 114,000 | 114,000 | |
WRBY | Warby Parker Inc | 2025-03-31 | New Buy New Buy | +3.16% | 17.82 ($23.86) 28.42 | $24.85 | 4.15% | New holding | 1,175,000 | 1,175,000 | |
TBBB | BBB Foods Inc | 2025-03-31 | Add Add | +2.25% | 24.1 ($27.87) 31.3 | $25.84 | -7.28% | Add 33.35% | 2,289,058 | 572,500 | |
AFRM | Affirm Holdings Inc | 2025-03-31 | New Buy New Buy | +2.17% | 43.7 ($59.25) 80.98 | $65.36 | 10.31% | New holding | 325,000 | 325,000 | |
NU | Nu Holdings Ltd | 2025-03-31 | New Buy New Buy | +2.08% | 10.12 ($11.82) 13.95 | $12.90 | 9.18% | New holding | 1,375,000 | 1,375,000 | |
SHAK | Shake Shack Inc | 2025-03-31 | Reduce Reduce | -1.98% | 82.77 ($108.51) 133.38 | $138.44 | 27.58% | Reduce -8.25% | 1,618,595 | -145,523 | |
GO | Grocery Outlet Holding Corp | 2025-03-31 | Sold Out Sold Out | -1.91% | 10.99 ($14.79) 17.37 | $14.28 | -3.48% | Sold Out | 0 | -1,170,000 |
12 West Capital Management LP Total Holding History ($B)
12 West Capital Management LP's Asset Allocation
12 West Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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12 West Capital Management LP's Hypothetical Growth since 2025-03-31
12 West Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
12 West Capital Management LP's Holdings Heat Map
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12 West Capital Management LP's Holdings Bubble Chart
12 West Capital Management LP News
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