StockDriftsStockDriftsTop 20 12 West Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHAK | SHAKE SHACK INC | 18.57% | 1.24M | $110.0M | -36.67%(-720.00K) | $63.76(-5.25%) | 2026-03-31 | |
| GDS | GDS HLDGS LTD | 17.52% | 2.58M | $103.8M | -39.85%(-1.71M) | $29.08(+45.97%) | 2026-03-31 | |
| TBBB | BBB FOODS INC | 13.66% | 2.29M | $80.9M | -3.17%(-75.00K) | $28.28(+29.28%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 9.07% | 950.0K | $53.7M | -9.52%(-100.00K) | $43.44(-1.35%) | 2026-03-31 | |
| TOST | TOAST INC | 5.58% | 1.25M | $33.1M | -32.47%(-600.00K) | $23.43(-1.64%) | 2026-03-31 | |
| KRUS | KURA SUSHI USA INC | 5.26% | 446.4K | $31.2M | -17.55%(-95.00K) | $78.98(-36.11%) | 2026-03-31 | |
| WRBY | WARBY PARKER INC | 4.64% | 1.30M | $27.5M | new | $21.24(+35.26%) | 2026-03-31 | |
| HE | HAWAIIAN ELEC INDS INC MTN B | 4.51% | 1.80M | $26.7M | -2.70%(-50.00K) | $11.67(+13.37%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 4.14% | 535.0K | $24.5M | +52.86%(+185.00K) | $55.71(+18.15%) | 2026-03-31 | |
| RGEN | REPLIGEN CORP | 3.8% | 191.2K | $22.5M | -20.73%(-50.00K) | $82.15(+25.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.85% | +32.55% |
| Top 20 Holdings Unweighted | +10.20% | +33.82% |
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