Skip to main content
Equibles

12 West Capital Management LP

Position in TOST — Toast, Inc.

CIK 1540531 NEW YORK, NY
Back to TOST Full portfolio

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$34,714,908
+$1,634,670 QoQ
Shares Held
1,247,840
0.0% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
6.49%
of 13F equity value
Holder Rank
#64
of 772 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TOST Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

12 West Capital Management LP holds $60,469,308 across 2 Software - Infrastructure names. TOST ranks #1 (57.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOST
Toast, Inc.
This page 		1,247,840 $34,714,908
2 NET
Cloudflare, Inc.
 105,000 $25,754,400

All Filings in TOST

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $34,714,908 1,247,840
2026-03-31 $33,080,238 1,247,840
2025-12-31 $65,616,798 1,847,840
2025-09-30 $65,091,488 1,782,840
2025-06-30 $78,076,183 1,762,840
2025-03-31 $58,473,402 1,762,840
2024-12-31 $112,077,918 3,074,840
2024-09-30 $106,299,520 3,754,840
2024-06-30 $96,762,226 3,754,840
2024-03-31 $93,981,792 3,771,340
2023-12-31 $105,384,668 5,771,340
2023-09-30 $70,637,198 3,771,340
2023-06-30 $85,119,143 3,771,340
2023-03-31 $58,066,285 3,271,340
2022-12-31 $86,027,260 4,771,340
2022-09-30 $79,776,804 4,771,340
2022-06-30 $42,876,314 3,313,471
2022-03-31 $72,001,724 3,313,471
2021-12-31 $20,249,119 583,380