13FBOX
12 West Capital Management LP · 13F Holdings
Options Calculator Rankings

12 West Capital Management LP

No.4058
Latest AUM (Q2 2026)
$534.7M
QoQ Change Q1 2026
-$57.7M-9.7%
Holdings
18
New Buys
2
Adds
3
Reduces
7
Exits
4
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGDS HLDGS LTDGDS
14.4%17.52%$77.0M2.6M$103.8M2.6M-13,384-0.52%Reduce
BBBB FOODS INCTBBB
13.39%13.66%$71.6M1.7M$80.9M2.3M-570,000-24.92%Reduce
ROBLOX CORP CL ARBLX
9.66%9.07%$51.7M950,000$53.7M950,00000.00%Unchanged
SSHAKE SHACK INCSHAK
9.05%18.57%$48.4M863,411$110.0M1.2M-380,184-30.57%Reduce
MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI
8.24%3.47%$44.1M7.1M$20.5M7.3M-200,000-2.75%Reduce
RREPLIGEN CORPRGEN
7.15%3.8%$38.2M280,165$22.5M191,233+88,932+46.50%Add
AFFIRM HLDGS INC COM CL AAFRM
7.02%4.14%$37.5M460,000$24.5M535,000-75,000-14.02%Reduce
TTOAST INC CL ATOST
6.49%5.58%$34.7M1.2M$33.1M1.2M00.00%Unchanged
AACM RESH INCACMR
5.34%0.04%$28.6M225,000$240,0356,100+218,900+3,588.52%Add
HHEARTFLOW INCHTFL
4.95%2.63%$26.5M902,500$15.6M640,000+262,500+41.02%Add
CLOUDFLARE INCNET
4.82%3.66%$25.8M105,000$21.7M105,00000.00%Unchanged
HHAWAIIAN ELEC INDS INC MTN BHE
2.85%4.51%$15.2M1.1M$26.7M1.8M-675,000-37.50%Reduce
KKURA SUSHI USA INC CL A COMKRUS
1.88%5.26%$10.1M175,000$31.2M446,415-271,415-60.80%Reduce
OONCE UPON A FARM PBCOFRM
1.4%1.01%$7.5M365,000$6.0M365,00000.00%Unchanged
SHOPIFY INCSHOP
1.11%1.04%$5.9M52,000$6.2M52,00000.00%Unchanged
ENPHASE ENERGY INC COMENPH
0.92%$4.9M100,000$00+100,000New Buy
ON SEMICONDUCTOR CORP COMON
0.88%$4.7M50,000$00+50,000New Buy
NU HLDGS LTDNU
0.46%0.45%$2.5M185,000$2.7M185,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow