12 West Capital Management Lp Top Holdings and 13F Report (2025) About 12 West Capital Management LpInvestment Activity12 West Capital Management Lp has $677.58 million in total holdings as of March 31, 2025.12 West Capital Management Lp owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.90% of the portfolio was purchased this quarter.About 35.63% of the portfolio was sold this quarter.This quarter, 12 West Capital Management Lp has purchased 16 new stocks and bought additional shares in 2 stocks.12 West Capital Management Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Shake Shack $142,711,521GDS $123,217,177Roblox $68,957,070BBB FOODS INC $61,072,067Toast $58,473,403 Largest New Holdings this Quarter 974155103 - Wingstop $25,716,120 Holding93403J106 - Warby Parker $21,420,250 Holding00827B106 - Affirm $14,686,750 HoldingG6683N103 - NU $14,080,000 HoldingM7S64H106 - monday.com $8,267,440 Holding Largest Purchases this Quarter Wingstop 114,000 shares (about $25.72M)Warby Parker 1,175,000 shares (about $21.42M)BBB FOODS INC 572,500 shares (about $15.27M)Affirm 325,000 shares (about $14.69M)NU 1,375,000 shares (about $14.08M) Largest Sales this Quarter Roblox 878,988 shares (about $51.24M)Toast 1,312,000 shares (about $43.52M)GDS 744,661 shares (about $18.86M)Shake Shack 145,523 shares (about $12.83M)First Watch Restaurant Group 522,705 shares (about $8.70M) Sector Allocation Over TimeMap of 500 Largest Holdings of12 West Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHAKShake Shack$142,711,521$12,830,763 ▼-8.2%1,618,59521.1%Retail/WholesaleGDSGDS$123,217,177$18,862,263 ▼-13.3%4,864,47618.2%Business ServicesRBLXRoblox$68,957,070$51,236,211 ▼-42.6%1,183,00010.2%Consumer DiscretionaryBBB FOODS INC$61,072,067$15,274,300 ▲33.4%2,289,0589.0%CL A COMTOSTToast$58,473,403$43,519,040 ▼-42.7%1,762,8408.6%Computer and TechnologyRGENRepligen$30,694,487$717,888 ▼-2.3%241,2334.5%MedicalKRUSKura Sushi USA$28,488,4480.0%556,4154.2%Retail/WholesaleMRVIMaravai LifeSciences$27,672,150$2,055,300 ▲8.0%12,521,3354.1%MedicalWINGWingstop$25,716,120$25,716,120 ▲New Holding114,0003.8%Retail/WholesaleFWRGFirst Watch Restaurant Group$24,820,172$8,703,038 ▼-26.0%1,490,7013.7%Retail/WholesaleWRBYWarby Parker$21,420,250$21,420,250 ▲New Holding1,175,0003.2%Consumer StaplesNETCloudflare$18,593,8500.0%165,0002.7%Computer and TechnologyAFRMAffirm$14,686,750$14,686,750 ▲New Holding325,0002.2%Business ServicesNUNU$14,080,000$14,080,000 ▲New Holding1,375,0002.1%FinanceMNDYmonday.com$8,267,440$8,267,440 ▲New Holding34,0001.2%Computer and TechnologySNSharkNinja$6,255,750$6,255,750 ▲New Holding75,0000.9%Retail/WholesaleOSCROscar Health$2,449,6690.0%186,8550.4%FinanceDDOGDatadog$0$38,080,185 ▼-100.0%00.0%Computer and TechnologyGOGrocery Outlet$0$18,263,700 ▼-100.0%00.0%Consumer StaplesVSCOVictoria's Secret & Co.$0$17,519,086 ▼-100.0%00.0%Retail/WholesaleTPRTapestry$0$16,332,500 ▼-100.0%00.0%Retail/WholesaleGPSGAP$0$15,359,500 ▼-100.0%00.0%Consumer CyclicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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