12 West Capital Management LP
Net seller this quarter
$535M
18
-$67.9M
85.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GDS | $77M | 14.40% | 0.27% | -0.5% | Q1 2018 |
 TBBB | $71.6M | 13.39% | Not reported | -24.9% | Q4 2024 |
 RBLX | $51.7M | 9.66% | 0.13% | Not reported | Q1 2021 |
 SHAK | $48.4M | 9.05% | Not reported | -30.6% | Q1 2015 |
 MRVI | $44.1M | 8.24% | Not reported | -2.8% | Q1 2023 |
 RGEN | $38.2M | 7.15% | 0.50% | +46.5% | Q2 2019 |
 AFRM | $37.5M | 7.02% | 0.78% | -14.0% | Q2 2022 |
 TOST | $34.7M | 6.49% | 0.57% | Not reported | Q4 2021 |
 ACMR | $28.6M | 5.34% | 0.53% | +3588.5% | Q1 2026 |
 HTFL | $26.5M | 4.95% | 1.04% | +41.0% | Q1 2026 |
 NET | $25.8M | 4.82% | Not reported | Not reported | Q2 2020 |
 HE | $15.2M | 2.85% | 0.65% | -37.5% | Q4 2025 |
 KRUS | $10.1M | 1.88% | Not reported | -60.8% | Q1 2023 |
 OFRM | $7.48M | 1.40% | 0.87% | Not reported | Q1 2026 |
 SHOP | $5.94M | 1.11% | 0.01% | Not reported | Q1 2026 |
 ENPH | $4.92M | 0.92% | 0.08% | New | Q2 2026 |
 ON | $4.73M | 0.88% | 0.01% | New | Q2 2026 |
 NU | $2.47M | 0.46% | Not reported | Not reported | Q1 2025 |
| Q1 2026 | |||||
| SHAK | $110M | 18.57% | Not reported | -36.7% | Q1 2015 |
| GDS | $104M | 17.52% | 0.27% | -39.9% | Q1 2018 |
| TBBB | $80.9M | 13.66% | Not reported | -3.2% | Q4 2024 |
| RBLX | $53.7M | 9.07% | 0.13% | -9.5% | Q1 2021 |
| TOST | $33.1M | 5.58% | 0.57% | -32.5% | Q4 2021 |
| KRUS | $31.2M | 5.26% | Not reported | -17.6% | Q1 2023 |
 WRBY | $27.5M | 4.64% | 1.15% | Not reported | Q1 2025 |
| HE | $26.7M | 4.51% | 1.04% | -2.7% | Q4 2025 |
| AFRM | $24.5M | 4.14% | 0.90% | +52.9% | Q2 2022 |
| RGEN | $22.5M | 3.80% | 0.34% | -20.7% | Q2 2019 |
| NET | $21.7M | 3.66% | Not reported | -36.4% | Q2 2020 |
| MRVI | $20.5M | 3.47% | Not reported | -18.6% | Q1 2023 |
| HTFL | $15.6M | 2.63% | 0.74% | New | Q1 2026 |
| SHOP | $6.17M | 1.04% | 0.01% | New | Q1 2026 |
| OFRM | $5.97M | 1.01% | 0.87% | New | Q1 2026 |
 ELF | $4.24M | 0.72% | 0.12% | New | Q1 2026 |
| NU | $2.66M | 0.45% | Not reported | Not reported | Q1 2025 |
 AEHR | $816K | 0.14% | 0.07% | New | Q1 2026 |
 CRWV | $542K | 0.09% | Not reported | New | Q1 2026 |
| ACMR | $240K | 0.04% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| SHAK | $159M | 18.98% | Not reported | +12.0% | Q1 2015 |
| GDS | $150M | 17.80% | 0.46% | -5.3% | Q1 2018 |
| RBLX | $85.1M | 10.13% | 0.15% | -1.4% | Q1 2021 |
| TBBB | $78.9M | 9.40% | Not reported | -30.2% | Q4 2024 |
| TOST | $65.6M | 7.81% | 0.84% | +3.7% | Q4 2021 |
 KVYO | $59.7M | 7.11% | Not reported | Not reported | Q2 2025 |
| RGEN | $39.5M | 4.71% | 0.43% | Not reported | Q2 2019 |
| NET | $32.5M | 3.87% | Not reported | Not reported | Q2 2020 |
| MRVI | $29M | 3.45% | Not reported | -28.8% | Q1 2023 |
| KRUS | $28.3M | 3.37% | Not reported | -2.7% | Q1 2023 |
| AFRM | $26.1M | 3.10% | 0.59% | Not reported | Q2 2022 |
| HE | $22.8M | 2.71% | 1.07% | New | Q4 2025 |
 WING | $18.8M | 2.24% | 0.29% | -30.7% | Q3 2015 |
 BBNX | $17.5M | 2.09% | 1.30% | New | Q4 2025 |
 FWRG | $16.1M | 1.92% | 1.75% | -28.2% | Q3 2023 |
 CPNG | $5.9M | 0.70% | Not reported | New | Q4 2025 |
| NU | $3.1M | 0.37% | Not reported | -32.7% | Q1 2025 |
 OSCR | $1.82M | 0.22% | Not reported | -32.1% | Q2 2024 |
| Q3 2025 | |||||
| GDS | $175M | 18.15% | 0.48% | -7.0% | Q1 2018 |
| SHAK | $164M | 17.03% | Not reported | +13.6% | Q1 2015 |
| RBLX | $148M | 15.30% | 0.15% | -6.0% | Q1 2021 |
| TBBB | $91.2M | 9.46% | Not reported | +39.8% | Q4 2024 |
| TOST | $65.1M | 6.75% | 0.81% | +1.1% | Q4 2021 |
| KVYO | $50.9M | 5.28% | Not reported | +40.0% | Q2 2025 |
 U | $38.6M | 4.01% | 0.23% | New | Q3 2025 |
| MRVI | $35.9M | 3.73% | Not reported | Not reported | Q1 2023 |
| NET | $35.4M | 3.67% | Not reported | Not reported | Q2 2020 |
| KRUS | $33.1M | 3.43% | Not reported | Not reported | Q1 2023 |
| RGEN | $32.2M | 3.34% | 0.43% | Not reported | Q2 2019 |
| WING | $28.7M | 2.98% | 0.41% | Not reported | Q3 2015 |
| AFRM | $25.6M | 2.65% | 0.59% | Not reported | Q2 2022 |
| FWRG | $23.3M | 2.42% | 2.44% | Not reported | Q3 2023 |
 SDHC | $9.45M | 0.98% | Not reported | -26.9% | Q2 2025 |
| NU | $4.4M | 0.46% | Not reported | Not reported | Q1 2025 |
| OSCR | $3.54M | 0.37% | Not reported | Not reported | Q2 2024 |