StockDriftsStockDriftsTop 18 12 West Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GDS | GDS HLDGS LTD | 14.4% | 2.56M | $77.0M | -0.52%(-13.38K) | $29.08(+18.35%) | 2026-06-30 | |
| TBBB | BBB FOODS INC | 13.39% | 1.72M | $71.6M | -24.92%(-570.00K) | $28.28(+71.33%) | 2026-06-30 | |
| RBLX | ROBLOX CORP | 9.66% | 950.0K | $51.7M | +0.00%(+0) | $43.44(-11.99%) | 2026-06-30 | |
| SHAK | SHAKE SHACK INC | 9.05% | 863.4K | $48.4M | -30.57%(-380.18K) | $63.76(+17.38%) | 2026-06-30 | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 8.24% | 7.06M | $44.1M | -2.75%(-200.00K) | $9.69(-41.19%) | 2026-06-30 | |
| RGEN | REPLIGEN CORP | 7.15% | 280.2K | $38.2M | +46.50%(+88.93K) | $95.42(+74.84%) | 2026-06-30 | |
| AFRM | AFFIRM HLDGS INC | 7.02% | 460.0K | $37.5M | -14.02%(-75.00K) | $55.71(+34.91%) | 2026-06-30 | |
| TOST | TOAST INC | 6.49% | 1.25M | $34.7M | +0.00%(+0) | $23.43(+48.28%) | 2026-06-30 | |
| ACMR | ACM RESH INC | 5.34% | 225.0K | $28.6M | +3588.52%(+218.90K) | $81.24(-1.01%) | 2026-06-30 | |
| HTFL | HEARTFLOW INC | 4.95% | 902.5K | $26.5M | +41.02%(+262.50K) | $26.70(+57.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.35% | +27.21% | -10.12% | -41.33% |
| Top 20 Holdings Unweighted | +19.32% | +69.87% | +1.10% | +5.64% |
12 West Capital Management LP reports $534.70M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are GDS (14.4%), TBBB (13.4%) and RBLX (9.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +27.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 12 West Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540531). View 12 West Capital Management LP’s 13F filings on SEC