Filed: 5/15/2026ACC: 0001540531-26-000003
📋 What this filing means
12 WEST CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $592.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$592.38M
Total AUM (reported)
21.30M
Total Shares
Allocation by class
CL A$196.83M33.2%
CL A COM$161.23M27.2%
SPONSORED ADS$103.81M17.5%
COM$75.84M12.8%
COM CL A$45.84M7.7%
CL A SUB VTG SHS$6.17M1.0%
ORD SHS CL A$2.66M0.4%
Portfolio Concentration
Top 3$294.75M49.8%
4–10$219.21M37.0%
11–25$78.42M13.2%
Top 3 weight
49.8%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 21.30M
Sole
Full voting authority
21.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
SHAKE SHACK INC
SOLEShares1.24M
TypeSH
Market value$110.02M
18.57%
Sole
1.24M
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares2.58M
TypeSH
Market value$103.81M
17.52%
Sole
2.58M
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares2.29M
TypeSH
Market value$80.92M
13.66%
Sole
2.29M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares950K
TypeSH
Market value$53.73M
9.07%
Sole
950K
Shared
0.00
None
0.00
TOAST INC
SOLEShares1.25M
TypeSH
Market value$33.08M
5.58%
Sole
1.25M
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares446.42K
TypeSH
Market value$31.16M
5.26%
Sole
446.42K
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares1.30M
TypeSH
Market value$27.49M
4.64%
Sole
1.30M
Shared
0.00
None
0.00
HAWAIIAN ELEC INDS INC MTN B
SOLEShares1.80M
TypeSH
Market value$26.71M
4.51%
Sole
1.80M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares535K
TypeSH
Market value$24.51M
4.14%
Sole
535K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares191.23K
TypeSH
Market value$22.53M
3.80%
Sole
191.23K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares105K
TypeSH
Market value$21.67M
3.66%
Sole
105K
Shared
0.00
None
0.00
MARAVAI LIFESCIENCES HLDGS I
SOLEShares7.26M
TypeSH
Market value$20.55M
3.47%
Sole
7.26M
Shared
0.00
None
0.00
HEARTFLOW INC
SOLEShares640K
TypeSH
Market value$15.57M
2.63%
Sole
640K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares52K
TypeSH
Market value$6.17M
1.04%
Sole
52K
Shared
0.00
None
0.00
ONCE UPON A FARM PBC
SOLEShares365K
TypeSH
Market value$5.97M
1.01%
Sole
365K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares70K
TypeSH
Market value$4.24M
0.72%
Sole
70K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares185K
TypeSH
Market value$2.66M
0.45%
Sole
185K
Shared
0.00
None
0.00
AEHR TEST SYS
SOLEShares22K
TypeSH
Market value$815.8K
0.14%
Sole
22K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares7K
TypeSH
Market value$542.3K
0.09%
Sole
7K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares6.10K
TypeSH
Market value$240.0K
0.04%
Sole
6.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHAKE SHACK INCSOLE | CL A | 1.24M | SH | $110.02M 18.57% | 1.24M | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 2.58M | SH | $103.81M 17.52% | 2.58M | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 2.29M | SH | $80.92M 13.66% | 2.29M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 950K | SH | $53.73M 9.07% | 950K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 1.25M | SH | $33.08M 5.58% | 1.25M | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 446.42K | SH | $31.16M 5.26% | 446.42K | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 1.30M | SH | $27.49M 4.64% | 1.30M | 0.00 | 0.00 |
HAWAIIAN ELEC INDS INC MTN BSOLE | COM | 1.80M | SH | $26.71M 4.51% | 1.80M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 535K | SH | $24.51M 4.14% | 535K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 191.23K | SH | $22.53M 3.80% | 191.23K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 105K | SH | $21.67M 3.66% | 105K | 0.00 | 0.00 |
MARAVAI LIFESCIENCES HLDGS ISOLE | COM CL A | 7.26M | SH | $20.55M 3.47% | 7.26M | 0.00 | 0.00 |
HEARTFLOW INCSOLE | COM | 640K | SH | $15.57M 2.63% | 640K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 52K | SH | $6.17M 1.04% | 52K | 0.00 | 0.00 |
ONCE UPON A FARM PBCSOLE | COM | 365K | SH | $5.97M 1.01% | 365K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 70K | SH | $4.24M 0.72% | 70K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 185K | SH | $2.66M 0.45% | 185K | 0.00 | 0.00 |
AEHR TEST SYSSOLE | COM | 22K | SH | $815.8K 0.14% | 22K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 7K | SH | $542.3K 0.09% | 7K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 6.10K | SH | $240.0K 0.04% | 6.10K | 0.00 | 0.00 |