The Analysis of 12 West Capital Management LP's Holdings
Currently, 12 West Capital Management LP holds 18 types of securities in its portfolio with a total value $839.7M. In the most recent quarter, they have increased their positions in HE (+1.9M shares, valued at $22.8M), BBNX (+575.0K shares, valued at $17.5M), SHAK (+210.0K shares, valued at $17.0M); decreased their positions in TBBB (-1.0M shares, valued at $34.1M), MRVI (-3.6M shares, valued at $11.7M), WING (-35.0K shares, valued at $8.3M); initiated new positions in HE (+1.9M shares, valued at $22.8M), BBNX (+575.0K shares, valued at $17.5M), CPNG (+250.0K shares, valued at $5.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHAK SHAKE SHACK INC2.0M shares11.98%2025-12-312026-02-17
GDS GDS HLDGS LTD4.3M shares-5.27%2025-12-312026-02-17 RBLX ROBLOX CORP1.1M shares-1.41%2025-12-312026-02-17 TBBB BBB FOODS INC2.4M shares-30.15%2025-12-312026-02-17 TOST TOAST INC1.8M shares3.65%2025-12-312026-02-17 KVYO KLAVIYO INC1.8M shares0.00%2025-12-312026-02-17 RGEN REPLIGEN CORP241.2K shares0.00%2025-12-312026-02-17 NET CLOUDFLARE INC165.0K shares0.00%2025-12-312026-02-17 MRVI MARAVAI LIFESCIENCES HLDGS I8.9M shares-28.75%2025-12-312026-02-17 KRUS KURA SUSHI USA INC541.4K shares-2.70%2025-12-312026-02-17 AFRM AFFIRM HLDGS INC350.0K shares0.00%2025-12-312026-02-17 HE HAWAIIAN ELEC INDUSTRIES1.9M sharesnew addition2025-12-312026-02-17 WING WINGSTOP INC79.0K shares-30.70%2025-12-312026-02-17 BBNX BETA BIONICS INC575.0K sharesnew addition2025-12-312026-02-17 FWRG FIRST WATCH RESTAURANT GROUP1.1M shares-28.17%2025-12-312026-02-17 CPNG COUPANG INC250.0K sharesnew addition2025-12-312026-02-17 NU NU HLDGS LTD185.0K shares-32.73%2025-12-312026-02-17 OSCR OSCAR HEALTH INC126.9K shares-32.11%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available