12 West Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, 12 West Capital Management LP held in its portfolio 18 assets valued at $839,674,548 (i.e. $839.68M).

The most valuable assets in the portfolio included: SHAKE SHACK INC ($159.39M), GDS HLDGS LTD ($149.50M), and ROBLOX CORP ($85.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in 12 West Capital Management LP Portfolio

SHAKE SHACK INC

GDS HLDGS LTD

ROBLOX CORP

BBB FOODS INC

TOAST INC

KLAVIYO INC

REPLIGEN CORP

CLOUDFLARE INC

MARAVAI LIFESCIENCES HLDGS I

KURA SUSHI USA INC

12 West Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SHAKE SHACK INC	1963595	159385006	CL A
GDS HLDGS LTD	4283776	149503782	SPONSORED ADS
ROBLOX CORP	1050000	85081500	CL A
BBB FOODS INC	2362770	78892890	CL A COM
TOAST INC	1847840	65616798	CL A
KLAVIYO INC	1838000	59679860	COM SER A
REPLIGEN CORP	241233	39528439	COM
CLOUDFLARE INC	165000	32529750	CL A COM
MARAVAI LIFESCIENCES HLDGS I	8921335	28994339	COM CL A
KURA SUSHI USA INC	541415	28332247	CL A COM
AFFIRM HLDGS INC	350000	26050500	COM CL A
HAWAIIAN ELEC INDUSTRIES	1850000	22755000	COM
WINGSTOP INC	79000	18840710	COM
BETA BIONICS INC	575000	17520250	COM
FIRST WATCH RESTAURANT GROUP	1070701	16146171	COM
COUPANG INC	250000	5897500	CL A
NU HLDGS LTD	185000	3096900	ORD SHS CL A
OSCAR HEALTH INC	126855	1822906	CL A