12 West Capital Management Lp Top Holdings and 13F Report (2025) About 12 West Capital Management LpInvestment Activity12 West Capital Management Lp has $592.38 million in total holdings as of March 31, 2025.12 West Capital Management Lp owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.73% of the portfolio was purchased this quarter.About 51.82% of the portfolio was sold this quarter.This quarter, 12 West Capital Management Lp has purchased 18 new stocks and bought additional shares in 1 stock.12 West Capital Management Lp sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Shake Shack $110,020,850GDS $103,810,247BBB FOODS INC $80,918,425Roblox $53,732,000Toast $33,080,238 Largest New Holdings this Quarter 93403J106 - Warby Parker $27,490,598 Holding42238D107 - HEARTFLOW INC $15,571,200 Holding82509L107 - SHOPIFY INC $6,168,240 Holding68237F108 - ONCE UPON A FARM PBC $5,967,750 Holding26856L103 - e.l.f. Beauty $4,242,700 Holding Largest Purchases this Quarter Warby Parker 1,304,727 shares (about $27.49M)HEARTFLOW INC 640,000 shares (about $15.57M)Affirm 185,000 shares (about $8.48M)SHOPIFY INC 52,000 shares (about $6.17M)ONCE UPON A FARM PBC 365,000 shares (about $5.97M) Largest Sales this Quarter GDS 1,707,200 shares (about $68.78M)Shake Shack 720,000 shares (about $63.70M)Toast 600,000 shares (about $15.91M)Cloudflare 60,000 shares (about $12.38M)Kura Sushi USA 95,000 shares (about $6.63M) 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$110,020,850$63,698,400 â–¼-36.7%1,243,59518.6%Retail/WholesaleGDSGDS$103,810,247$68,783,088 â–¼-39.9%2,576,57617.5%Business ServicesBBB FOODS INC$80,918,425$2,652,750 â–¼-3.2%2,287,77013.7%CL A COMRBLXRoblox$53,732,000$5,656,000 â–¼-9.5%950,0009.1%Consumer DiscretionaryTOSTToast$33,080,238$15,906,000 â–¼-32.5%1,247,8405.6%Computer and TechnologyKRUSKura Sushi USA$31,155,303$6,630,050 â–¼-17.5%446,4155.3%Retail/WholesaleWRBYWarby Parker$27,490,598$27,490,598 â–²New Holding1,304,7274.6%Consumer StaplesHEHawaiian Electric Industries$26,712,000$742,000 â–¼-2.7%1,800,0004.5%UtilitiesAFRMAffirm$24,513,700$8,476,700 â–²52.9%535,0004.1%Computer and TechnologyRGENRepligen$22,531,072$5,891,000 â–¼-20.7%191,2333.8%MedicalNETCloudflare$21,665,700$12,380,400 â–¼-36.4%105,0003.7%Computer and TechnologyMRVIMaravai LifeSciences$20,546,352$4,701,026 â–¼-18.6%7,260,1953.5%MedicalHEARTFLOW INC$15,571,200$15,571,200 â–²New Holding640,0002.6%COMSHOPIFY INC$6,168,240$6,168,240 â–²New Holding52,0001.0%CL A SUB VTG SHSONCE UPON A FARM PBC$5,967,750$5,967,750 â–²New Holding365,0001.0%COMELFe.l.f. Beauty$4,242,700$4,242,700 â–²New Holding70,0000.7%Consumer StaplesNUNU$2,658,4500.0%185,0000.4%FinanceAEHRAehr Test Systems$815,760$815,760 â–²New Holding22,0000.1%Computer and TechnologyCOREWEAVE INC$542,290$542,290 â–²New Holding7,0000.1%COM CL AACMRACM Research$240,035$240,035 â–²New Holding6,1000.0%Computer and TechnologyKLAVIYO INC$0$59,679,860 â–¼-100.0%00.0%COM SER AWINGWingstop$0$18,840,710 â–¼-100.0%00.0%Retail/WholesaleBETA BIONICS INC$0$17,520,250 â–¼-100.0%00.0%COMFWRGFirst Watch Restaurant Group$0$16,146,171 â–¼-100.0%00.0%Retail/WholesaleCPNGCoupang$0$5,897,500 â–¼-100.0%00.0%Retail/WholesaleOSCROscar Health$0$1,822,906 â–¼-100.0%00.0%FinanceShowing 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. 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