12 West Capital Management LP
Top Portfolio Positions
20 positions ·
$612,929,256 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
1,243,595 | $110,020,849 | 17.95% | |
| GDS |
GDS Holdings Ltd
Technology
|
2,576,576 | $103,810,247 | 16.94% | |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
2,287,770 | $80,918,424 | 13.20% | |
| RBLX |
Roblox Corp
Communication Services
|
950,000 | $53,732,000 | 8.77% | |
| MRVI |
Maravai Lifesciences Holdings, Inc.
Healthcare
|
14,520,390 | $41,092,702 | 6.70% | |
| TOST |
Toast, Inc.
Technology
|
1,247,840 | $33,080,238 | 5.40% | |
| KRUS |
Kura Sushi USA, Inc.
Consumer Cyclical
|
446,415 | $31,155,302 | 5.08% | |
| WRBY |
Warby Parker Inc.
Healthcare
|
1,304,727 | $27,490,597 | 4.49% | |
| HE |
Hawaiian Electric Industries Inc
Utilities
|
1,800,000 | $26,712,000 | 4.36% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
535,000 | $24,513,700 | 4.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,513,700 | 535,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,050,500 | 350,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,578,000 | 350,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,199,000 | 350,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,686,750 | 325,000 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $8,127,000 | 450,000 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||