12 West Capital Management Lp Top Holdings and 13F Report (2025) About 12 West Capital Management LpInvestment Activity12 West Capital Management Lp has $945.51 million in total holdings as of March 31, 2025.12 West Capital Management Lp owns shares of 17 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.31% of the portfolio was purchased this quarter.About 6.41% of the portfolio was sold this quarter.This quarter, 12 West Capital Management Lp has purchased 17 new stocks and bought additional shares in 3 stocks.12 West Capital Management Lp sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Shake Shack $217,029,457GDS $148,707,031Roblox $119,191,600Toast $78,076,184BBB FOODS INC $67,153,050 Largest New Holdings this Quarter 49845K101 - KLAVIYO INC $44,090,540 Holding83207R107 - SMITH DOUGLAS HOMES CORP $14,222,256 Holding Largest Purchases this Quarter KLAVIYO INC 1,313,000 shares (about $44.09M)SharkNinja 151,000 shares (about $14.95M)SMITH DOUGLAS HOMES CORP 732,351 shares (about $14.22M)BBB FOODS INC 130,000 shares (about $3.61M)Affirm 25,000 shares (about $1.73M) Largest Sales this Quarter NU 1,100,000 shares (about $15.09M)Shake Shack 75,000 shares (about $10.55M)Roblox 50,000 shares (about $5.26M) 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$217,029,457$10,545,000 ▼-4.6%1,543,59523.0%Retail/WholesaleGDSGDS$148,707,0310.0%4,864,47615.7%Business ServicesRBLXRoblox$119,191,600$5,260,000 ▼-4.2%1,133,00012.6%Consumer DiscretionaryTOSTToast$78,076,1840.0%1,762,8408.3%Computer and TechnologyBBB FOODS INC$67,153,050$3,608,800 ▲5.7%2,419,0587.1%CL A COMKRUSKura Sushi USA$47,896,2030.0%556,4155.1%Retail/WholesaleKLAVIYO INC$44,090,540$44,090,540 ▲New Holding1,313,0004.7%COM SER AWINGWingstop$38,388,3600.0%114,0004.1%Retail/WholesaleNETCloudflare$32,311,9500.0%165,0003.4%Computer and TechnologyMRVIMaravai LifeSciences$30,176,4170.0%12,521,3353.2%MedicalRGENRepligen$30,004,5610.0%241,2333.2%MedicalAFRMAffirm$24,199,000$1,728,500 ▲7.7%350,0002.6%Computer and TechnologyFWRGFirst Watch Restaurant Group$23,910,8440.0%1,490,7012.5%Retail/WholesaleSNSharkNinja$22,371,740$14,947,490 ▲201.3%226,0002.4%Retail/WholesaleSMITH DOUGLAS HOMES CORP$14,222,256$14,222,256 ▲New Holding732,3511.5%COM SHS CL AOSCROscar Health$4,006,1710.0%186,8550.4%FinanceNUNU$3,773,000$15,092,000 ▼-80.0%275,0000.4%FinanceWRBYWarby Parker$0$21,420,250 ▼-100.0%00.0%Consumer StaplesMNDYmonday.com$0$8,267,440 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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