# 12 West Capital Management LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1540531.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $534.7m
- Positions: 18 (18 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1540531/000154053126000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GDS HLDGS LTD (GDS)](/companies/gds.md) | SPONSORED ADS | $77.0m | 14.4% | 2,563,192 |  | Reduced −13,384 |
| BBB FOODS INC | CL A COM | $71.6m | 13.4% | 1,717,770 |  | Reduced −570,000 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $51.7m | 9.7% | 950,000 |  | Unchanged |
| [SHAKE SHACK INC (SHAK)](/companies/shak.md) | CL A | $48.4m | 9.0% | 863,411 |  | Reduced −380,184 |
| [MARAVAI LIFESCIENCES HLDGS I (MRVI)](/companies/mrvi.md) | COM CL A | $44.1m | 8.2% | 7,060,195 |  | Reduced −200,000 |
| [REPLIGEN CORP (RGEN)](/companies/rgen.md) | COM | $38.2m | 7.1% | 280,165 |  | Added +88,932 |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $37.5m | 7.0% | 460,000 |  | Reduced −75,000 |
| [TOAST INC (TOST)](/companies/tost.md) | CL A | $34.7m | 6.5% | 1,247,840 |  | Unchanged |
| [ACM RESH INC (ACMR)](/companies/acmr.md) | COM CL A | $28.6m | 5.3% | 225,000 |  | Added +218,900 |
| [HEARTFLOW INC (HTFL)](/companies/htfl.md) | COM | $26.5m | 5.0% | 902,500 |  | Added +262,500 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $25.8m | 4.8% | 105,000 |  | Unchanged |
| [HAWAIIAN ELEC INDS INC MTN B (HE)](/companies/he.md) | COM | $15.2m | 2.8% | 1,125,000 |  | Reduced −675,000 |
| [KURA SUSHI USA INC (KRUS)](/companies/krus.md) | CL A COM | $10.1m | 1.9% | 175,000 |  | Reduced −271,415 |
| [ONCE UPON A FARM PBC (OFRM)](/companies/ofrm.md) | COM | $7.5m | 1.4% | 365,000 |  | Unchanged |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $5.9m | 1.1% | 52,000 |  | Unchanged |
| [ENPHASE ENERGY INC (ENPH)](/companies/enph.md) | COM | $4.9m | 0.9% | 100,000 |  | New +100,000 |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $4.7m | 0.9% | 50,000 |  | New +50,000 |
| NU HLDGS LTD | ORD SHS CL A | $2.5m | 0.5% | 185,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AEHR TEST SYS (AEHR)](/companies/aehr.md) | COM | $0 | 0.0% | 0 |  | Sold out −22,000 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −7,000 |
| [E L F BEAUTY INC (ELF)](/companies/elf.md) | COM | $0 | 0.0% | 0 |  | Sold out −70,000 |
| [WARBY PARKER INC (WRBY)](/companies/wrby.md) | CL A COM | $0 | 0.0% | 0 |  | Sold out −1,304,727 |

Source: SEC EDGAR, Form 13F-HR, accession 0001540531-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.