12 WEST CAPITAL MANAGEMENT LP

PrivateCIK: 1540531
Location

NEW YORK, NY

20
Positions
$592.38M
Total AUM (reported)
21.30M
Total Shares

Allocation by class

TOTAL AUM$592.38M20 positions
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 349.8%4–1037.0%11–2513.2%TOP 1086.8%0%100%
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

SOLE
CL A
Shares1.24M
TypeSH
Market value$110.02M
18.57%
Sole
1.24M
Shared
0.00
None
0.00

GDS HLDGS LTD

SOLE
SPONSORED ADS
Shares2.58M
TypeSH
Market value$103.81M
17.52%
Sole
2.58M
Shared
0.00
None
0.00

BBB FOODS INC

SOLE
CL A COM
Shares2.29M
TypeSH
Market value$80.92M
13.66%
Sole
2.29M
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares950K
TypeSH
Market value$53.73M
9.07%
Sole
950K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares1.25M
TypeSH
Market value$33.08M
5.58%
Sole
1.25M
Shared
0.00
None
0.00

KURA SUSHI USA INC

SOLE
CL A COM
Shares446.42K
TypeSH
Market value$31.16M
5.26%
Sole
446.42K
Shared
0.00
None
0.00

WARBY PARKER INC

SOLE
CL A COM
Shares1.30M
TypeSH
Market value$27.49M
4.64%
Sole
1.30M
Shared
0.00
None
0.00

HAWAIIAN ELEC INDS INC MTN B

SOLE
COM
Shares1.80M
TypeSH
Market value$26.71M
4.51%
Sole
1.80M
Shared
0.00
None
0.00

AFFIRM HLDGS INC

SOLE
COM CL A
Shares535K
TypeSH
Market value$24.51M
4.14%
Sole
535K
Shared
0.00
None
0.00

REPLIGEN CORP

SOLE
COM
Shares191.23K
TypeSH
Market value$22.53M
3.80%
Sole
191.23K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares105K
TypeSH
Market value$21.67M
3.66%
Sole
105K
Shared
0.00
None
0.00

MARAVAI LIFESCIENCES HLDGS I

SOLE
COM CL A
Shares7.26M
TypeSH
Market value$20.55M
3.47%
Sole
7.26M
Shared
0.00
None
0.00

HEARTFLOW INC

SOLE
COM
Shares640K
TypeSH
Market value$15.57M
2.63%
Sole
640K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares52K
TypeSH
Market value$6.17M
1.04%
Sole
52K
Shared
0.00
None
0.00

ONCE UPON A FARM PBC

SOLE
COM
Shares365K
TypeSH
Market value$5.97M
1.01%
Sole
365K
Shared
0.00
None
0.00

E L F BEAUTY INC

SOLE
COM
Shares70K
TypeSH
Market value$4.24M
0.72%
Sole
70K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares185K
TypeSH
Market value$2.66M
0.45%
Sole
185K
Shared
0.00
None
0.00

AEHR TEST SYS

SOLE
COM
Shares22K
TypeSH
Market value$815.8K
0.14%
Sole
22K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares7K
TypeSH
Market value$542.3K
0.09%
Sole
7K
Shared
0.00
None
0.00

ACM RESH INC

SOLE
COM CL A
Shares6.10K
TypeSH
Market value$240.0K
0.04%
Sole
6.10K
Shared
0.00
None
0.00