12 West Capital Management LP
CIK 1540531 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- SHAK18.57%
- GDS17.52%
- TBBB13.66%
- RBLX9.07%
- TOST5.58%
- KRUS5.26%
- WRBY4.64%
- HE4.51%
- AFRM4.14%
- RGEN3.80%
Share classes counted separately86.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TBBBWeight increased · +4.26 pp9.40% → 13.66%Shares -75.00K (-3.17%)
- TOSTWeight decreased · -2.23 pp7.81% → 5.58%Shares -600.00K (-32.47%)
- KRUSWeight increased · +1.89 pp3.37% → 5.26%Shares -95.00K (-17.55%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SHAKSHAKE SHACK INC - CLASS ACL A View history and evidence | $110.02M | 18.57% | 1.24M shares | 18.98% → 18.57%-0.41 pp -720.00K (-36.67%) | Reduced | ↗▾ |
| 02 | GDSGDS HOLDINGS LTD - ADRSPONSORED ADS View history and evidence | $103.81M | 17.52% | 2.58M shares | 17.80% → 17.52%-0.28 pp -1.71M (-39.85%) | Reduced | ↗▾ |
| 03 | TBBBBBB FOODS INC-CLASS ACL A COM View history and evidence | $80.92M | 13.66% | 2.29M shares | 9.40% → 13.66%+4.26 pp -75.00K (-3.17%) | Reduced | ↗▾ |
| 04 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $53.73M | 9.07% | 950.00K shares | 10.13% → 9.07%-1.06 pp -100.00K (-9.52%) | Reduced | ↗▾ |
| 05 | TOSTTOAST INC-CLASS ACL A View history and evidence | $33.08M | 5.58% | 1.25M shares | 7.81% → 5.58%-2.23 pp -600.00K (-32.47%) | Reduced | ↗▾ |
| 06 | KRUSKURA SUSHI USA INC-CLASS ACL A COM View history and evidence | $31.16M | 5.26% | 446.42K shares | 3.37% → 5.26%+1.89 pp -95.00K (-17.55%) | Reduced | ↗▾ |
| 07 | WRBYWARBY PARKER INC-CLASS ACL A COM View history and evidence | $27.49M | 4.64% | 1.30M shares | Prior unavailable +1.30M | New | ↗▾ |
| 08 | HEHAWAIIAN ELECTRIC INDS View history and evidence | $26.71M | 4.51% | 1.80M shares | 2.71% → 4.51%+1.80 pp -50.00K (-2.70%) | Reduced | ↗▾ |
| 09 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $24.51M | 4.14% | 535.00K shares | 3.10% → 4.14%+1.04 pp +185.00K (+52.86%) | Added | ↗▾ |
| 10 | RGENREPLIGEN CORP View history and evidence | $22.53M | 3.80% | 191.23K shares | 4.71% → 3.80%-0.91 pp -50.00K (-20.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KVYO KLAVIYO INC-A | Non-derivative | -1,838,000 | -$59.68M | SEC filing ↗ | SEC filing ↗ |
| WING WINGSTOP INC | Non-derivative | -79,000 | -$18.84M | SEC filing ↗ | SEC filing ↗ |
| BBNX BETA BIONICS INC | Non-derivative | -575,000 | -$17.52M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1540531 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 592382910
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