12 WEST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRVI | 12.52M | $35.94M |
 | GDS | 4.52M | $175.00M |
 | TBBB | 3.38M | $91.20M |
 | KVYO | 1.84M | $50.89M |
 | TOST | 1.78M | $65.09M |
 | SHAK | 1.75M | $164.15M |
 | FWRG | 1.49M | $23.31M |
 | RBLX | 1.06M | $147.52M |
 | U | 965K | $38.64M |
 | KRUS | 556K | $33.06M |
 | SDHC | 535K | $9.45M |
 | AFRM | 350K | $25.58M |
 | NU | 275K | $4.40M |
 | RGEN | 241K | $32.25M |
 | OSCR | 187K | $3.54M |
 | NET | 165K | $35.41M |
 | WING | 114K | $28.69M |
Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
12.52M
Value
$35.94M
GDS Holdings Limited
GDS
Shares Held
4.52M
Value
$175.00M
BBB Foods Inc.
TBBB
Shares Held
3.38M
Value
$91.20M
Klaviyo, Inc.
KVYO
Shares Held
1.84M
Value
$50.89M
Toast, Inc.
TOST
Shares Held
1.78M
Value
$65.09M
Shake Shack Inc.
SHAK
Shares Held
1.75M
Value
$164.15M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
1.49M
Value
$23.31M
Roblox Corporation
RBLX
Shares Held
1.06M
Value
$147.52M
Unity Software Inc.
U
Shares Held
965K
Value
$38.64M
Kura Sushi USA, Inc.
KRUS
Shares Held
556K
Value
$33.06M
Smith Douglas Homes Corp.
SDHC
Shares Held
535K
Value
$9.45M
Affirm Holdings, Inc.
AFRM
Shares Held
350K
Value
$25.58M
Nu Holdings Ltd.
NU
Shares Held
275K
Value
$4.40M
Repligen Corporation
RGEN
Shares Held
241K
Value
$32.25M
Oscar Health, Inc.
OSCR
Shares Held
187K
Value
$3.54M
Cloudflare, Inc.
NET
Shares Held
165K
Value
$35.41M
Wingstop Inc.
WING
Shares Held
114K
Value
$28.69M