12 West Capital Management LP
Top Portfolio Positions
20 positions ·
$592,382,905 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
1,243,595 | $110,020,849 | 18.57% |
| GDS |
GDS Holdings Ltd
Technology
|
2,576,576 | $103,810,247 | 17.52% |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
2,287,770 | $80,918,424 | 13.66% |
| RBLX |
Roblox Corp
Communication Services
|
950,000 | $53,732,000 | 9.07% |
| TOST |
Toast, Inc.
Technology
|
1,247,840 | $33,080,238 | 5.58% |
| KRUS |
Kura Sushi Usa, Inc.
Consumer Cyclical
|
446,415 | $31,155,302 | 5.26% |
| WRBY |
Warby Parker Inc.
Healthcare
|
1,304,727 | $27,490,597 | 4.64% |
| HE |
Hawaiian Electric Industries Inc
Utilities
|
1,800,000 | $26,712,000 | 4.51% |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
535,000 | $24,513,700 | 4.14% |
| RGEN |
Repligen Corp
Healthcare
|
191,233 | $22,531,072 | 3.80% |
Holdings in ELF
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,242,700 | 70,000 | Shares | Sole | 2026-05-15 | |
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