12 West Capital Management Lp Top Holdings and 13F Report (2025) About 12 West Capital Management LpInvestment Activity12 West Capital Management Lp has $534.70 million in total holdings as of March 31, 2025.12 West Capital Management Lp owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.71% of the portfolio was purchased this quarter.About 20.70% of the portfolio was sold this quarter.This quarter, 12 West Capital Management Lp has purchased 20 new stocks and bought additional shares in 3 stocks.12 West Capital Management Lp sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings GDS $76,972,656BBB FOODS INC $71,579,476Roblox $51,661,000Shake Shack $48,368,284Maravai LifeSciences $44,055,617 Largest New Holdings this Quarter 29355A107 - Enphase Energy $4,924,000 Holding682189105 - onsemi $4,727,000 Holding Largest Purchases this Quarter ACM Research 218,900 shares (about $27.78M)Repligen 88,932 shares (about $12.13M)HEARTFLOW INC 262,500 shares (about $7.70M)Enphase Energy 100,000 shares (about $4.92M)onsemi 50,000 shares (about $4.73M) Largest Sales this Quarter BBB FOODS INC 570,000 shares (about $23.75M)Shake Shack 380,184 shares (about $21.30M)Kura Sushi USA 271,415 shares (about $15.62M)Hawaiian Electric Industries 675,000 shares (about $9.13M)Affirm 75,000 shares (about $6.12M) 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 PortfolioSectorGDSGDS$76,972,656$401,922 â–¼-0.5%2,563,19214.4%TechnologyBBB FOODS INC$71,579,476$23,751,900 â–¼-24.9%1,717,77013.4%CL A COMRBLXRoblox$51,661,0000.0%950,0009.7%Communication ServicesSHAKShake Shack$48,368,284$21,297,908 â–¼-30.6%863,4119.0%Consumer DiscretionaryMRVIMaravai LifeSciences$44,055,617$1,248,000 â–¼-2.8%7,060,1958.2%HealthcareRGENRepligen$38,225,713$12,133,882 â–²46.5%280,1657.1%HealthcareAFRMAffirm$37,513,000$6,116,250 â–¼-14.0%460,0007.0%FinanceTOSTToast$34,714,9090.0%1,247,8406.5%FinanceACMRACM Research$28,550,250$27,776,221 â–²3,588.5%225,0005.3%TechnologyHEARTFLOW INC$26,479,350$7,701,750 â–²41.0%902,5005.0%COMNETCloudflare$25,754,4000.0%105,0004.8%TechnologyHEHawaiian Electric Industries$15,221,250$9,132,750 â–¼-37.5%1,125,0002.8%UtilitiesKRUSKura Sushi USA$10,073,000$15,622,647 â–¼-60.8%175,0001.9%Consumer DiscretionaryONCE UPON A FARM PBC$7,475,2000.0%365,0001.4%COMSHOPIFY INC$5,937,3600.0%52,0001.1%CL A SUB VTG SHSENPHEnphase Energy$4,924,000$4,924,000 â–²New Holding100,0000.9%TechnologyONonsemi$4,727,000$4,727,000 â–²New Holding50,0000.9%TechnologyNUNU$2,471,6000.0%185,0000.5%FinanceWRBYWarby Parker$0$27,490,598 â–¼-100.0%00.0%Consumer DiscretionaryELFe.l.f. Beauty$0$4,242,700 â–¼-100.0%00.0%Consumer StaplesAEHRAehr Test Systems$0$815,760 â–¼-100.0%00.0%TechnologyCOREWEAVE INC$0$542,290 â–¼-100.0%00.0%COM CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
