12 WEST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRVI | 7.26M | $20.55M |
 | GDS | 2.58M | $103.81M |
 | TBBB | 2.29M | $80.92M |
 | HE | 1.80M | $26.71M |
 | WRBY | 1.30M | $27.49M |
 | TOST | 1.25M | $33.08M |
 | SHAK | 1.24M | $110.02M |
 | RBLX | 950K | $53.73M |
 | HTFL | 640K | $15.57M |
 | AFRM | 535K | $24.51M |
 | KRUS | 446K | $31.16M |
Once Upon A Farm Pbc | OFRM | 365K | $5.97M |
 | RGEN | 191K | $22.53M |
 | NU | 185K | $2.66M |
 | NET | 105K | $21.67M |
 | ELF | 70K | $4.24M |
 | SHOP | 52K | $6.17M |
 | AEHR | 22K | $815.76K |
 | CRWV | 7K | $542.29K |
 | ACMR | 6K | $240.03K |
Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
7.26M
Value
$20.55M
GDS Holdings Limited
GDS
Shares Held
2.58M
Value
$103.81M
BBB Foods Inc.
TBBB
Shares Held
2.29M
Value
$80.92M
Hawaiian Electric Industries, Inc.
HE
Shares Held
1.80M
Value
$26.71M
Warby Parker Inc.
WRBY
Shares Held
1.30M
Value
$27.49M
Toast, Inc.
TOST
Shares Held
1.25M
Value
$33.08M
Shake Shack Inc.
SHAK
Shares Held
1.24M
Value
$110.02M
Roblox Corporation
RBLX
Shares Held
950K
Value
$53.73M
Heartflow, Inc. Common Stock
HTFL
Shares Held
640K
Value
$15.57M
Affirm Holdings, Inc.
AFRM
Shares Held
535K
Value
$24.51M
Kura Sushi USA, Inc.
KRUS
Shares Held
446K
Value
$31.16M
Once Upon A Farm Pbc
OFRM
Shares Held
365K
Value
$5.97M
Repligen Corporation
RGEN
Shares Held
191K
Value
$22.53M
Nu Holdings Ltd.
NU
Shares Held
185K
Value
$2.66M
Cloudflare, Inc.
NET
Shares Held
105K
Value
$21.67M
e.l.f. Beauty, Inc.
ELF
Shares Held
70K
Value
$4.24M
Shopify Inc.
SHOP
Shares Held
52K
Value
$6.17M
Aehr Test Systems
AEHR
Shares Held
22K
Value
$815.76K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
7K
Value
$542.29K
ACM Research, Inc.
ACMR
Shares Held
6K
Value
$240.03K