12 WEST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRVI | 8.92M | $28.99M |
 | GDS | 4.28M | $149.50M |
 | TBBB | 2.36M | $78.89M |
 | SHAK | 1.96M | $159.39M |
 | HE | 1.85M | $22.75M |
 | TOST | 1.85M | $65.62M |
 | KVYO | 1.84M | $59.68M |
 | FWRG | 1.07M | $16.15M |
 | RBLX | 1.05M | $85.08M |
 | BBNX | 575K | $17.52M |
 | KRUS | 541K | $28.33M |
 | AFRM | 350K | $26.05M |
 | CPNG | 250K | $5.90M |
 | RGEN | 241K | $39.53M |
 | NU | 185K | $3.10M |
 | NET | 165K | $32.53M |
 | OSCR | 127K | $1.82M |
 | WING | 79K | $18.84M |
Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
8.92M
Value
$28.99M
GDS Holdings Limited
GDS
Shares Held
4.28M
Value
$149.50M
BBB Foods Inc.
TBBB
Shares Held
2.36M
Value
$78.89M
Shake Shack Inc.
SHAK
Shares Held
1.96M
Value
$159.39M
Hawaiian Electric Industries, Inc.
HE
Shares Held
1.85M
Value
$22.75M
Toast, Inc.
TOST
Shares Held
1.85M
Value
$65.62M
Klaviyo, Inc.
KVYO
Shares Held
1.84M
Value
$59.68M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
1.07M
Value
$16.15M
Roblox Corporation
RBLX
Shares Held
1.05M
Value
$85.08M
Beta Bionics, Inc.
BBNX
Shares Held
575K
Value
$17.52M
Kura Sushi USA, Inc.
KRUS
Shares Held
541K
Value
$28.33M
Affirm Holdings, Inc.
AFRM
Shares Held
350K
Value
$26.05M
Coupang, Inc.
CPNG
Shares Held
250K
Value
$5.90M
Repligen Corporation
RGEN
Shares Held
241K
Value
$39.53M
Nu Holdings Ltd.
NU
Shares Held
185K
Value
$3.10M
Cloudflare, Inc.
NET
Shares Held
165K
Value
$32.53M
Oscar Health, Inc.
OSCR
Shares Held
127K
Value
$1.82M
Wingstop Inc.
WING
Shares Held
79K
Value
$18.84M