Stock Taper 
12 WEST CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ON Semiconductor Corporation | ON | 50K | $4.73M |
 Shopify Inc. | SHOP | 52K | $5.94M |
 Enphase Energy, Inc. | ENPH | 100K | $4.92M |
 Cloudflare, Inc. | NET | 105K | $25.75M |
 Kura Sushi USA, Inc. | KRUS | 175K | $10.07M |
 Nu Holdings Ltd. | NU | 185K | $2.47M |
 ACM Research, Inc. | ACMR | 225K | $28.55M |
 Repligen Corporation | RGEN | 280.17K | $38.23M |
 Affirm Holdings, Inc. | AFRM | 460K | $37.51M |
 Shake Shack Inc. | SHAK | 863.41K | $48.37M |
 Heartflow, Inc. Common Stock | HTFL | 902.5K | $26.48M |
 Roblox Corporation | RBLX | 950K | $51.66M |
 Hawaiian Electric Industries, Inc. | HE | 1.13M | $15.22M |
 Toast, Inc. | TOST | 1.25M | $34.71M |
 GDS Holdings Limited | GDS | 2.56M | $76.97M |