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12 West Capital Management LP

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13F filer, CIK 1540531, NEW YORK, NY

12 West Capital Management LP reported $592,382,910 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 86.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001540531-26-000003

Period
2026-03-31
Reported value
$592M
Holdings
20
Top 10 weight
86.76%
New
8
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WRBYnew+1,304,727$27.5M
HTFLnew+640,000$15.6M
AFRMadded+185,000$8.48M
SHOPnew+52,000$6.17M
OFRMnew+365,000$5.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GDSreduced-1,707,200-$68.8M
SHAKreduced-720,000-$63.7M
KVYOexited-1,838,000-$59.7M
WINGexited-79,000-$18.8M
BBNXexited-575,000-$17.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001540531-26-000003, largest first. % of portfolio is the value over $592,382,910, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793,099 shares; 2024Q4: 1,764,118 shares; 2025Q1: 1,618,595 shares; 2025Q2: 1,543,595 shares; 2025Q3: 1,753,595 shares; 2025Q4: 1,963,595 shares; 2026Q1: 1,243,595 shares 1,243,595$110M18.57%-720,000Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683,974 shares; 2024Q4: 5,609,137 shares; 2025Q1: 4,864,476 shares; 2025Q2: 4,864,476 shares; 2025Q3: 4,521,976 shares; 2025Q4: 4,283,776 shares; 2026Q1: 2,576,576 shares 2,576,576$104M17.52%-1,707,200Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716,558 shares; 2025Q1: 2,289,058 shares; 2025Q2: 2,419,058 shares; 2025Q3: 3,382,770 shares; 2025Q4: 2,362,770 shares; 2026Q1: 2,287,770 shares 2,287,770$80.9M13.66%-75,000Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031,988 shares; 2024Q4: 2,061,988 shares; 2025Q1: 1,183,000 shares; 2025Q2: 1,133,000 shares; 2025Q3: 1,065,000 shares; 2025Q4: 1,050,000 shares; 2026Q1: 950,000 shares 950,000$53.7M9.07%-100,000Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754,840 shares; 2024Q4: 3,074,840 shares; 2025Q1: 1,762,840 shares; 2025Q2: 1,762,840 shares; 2025Q3: 1,782,840 shares; 2025Q4: 1,847,840 shares; 2026Q1: 1,247,840 shares 1,247,840$33.1M5.58%-600,000Timeline
KRUSKURA SUSHI USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,415 shares; 2024Q4: 556,415 shares; 2025Q1: 556,415 shares; 2025Q2: 556,415 shares; 2025Q3: 556,415 shares; 2025Q4: 541,415 shares; 2026Q1: 446,415 shares 446,415$31.2M5.26%-95,000Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,304,727 shares 1,304,727$27.5M4.64%newTimeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,850,000 shares; 2026Q1: 1,800,000 shares 1,800,000$26.7M4.51%-50,000Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325,000 shares; 2025Q2: 350,000 shares; 2025Q3: 350,000 shares; 2025Q4: 350,000 shares; 2026Q1: 535,000 shares 535,000$24.5M4.14%+185,000Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,849 shares; 2024Q4: 246,875 shares; 2025Q1: 241,233 shares; 2025Q2: 241,233 shares; 2025Q3: 241,233 shares; 2025Q4: 241,233 shares; 2026Q1: 191,233 shares 191,233$22.5M3.8%-50,000Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,000 shares; 2024Q4: 165,000 shares; 2025Q1: 165,000 shares; 2025Q2: 165,000 shares; 2025Q3: 165,000 shares; 2025Q4: 165,000 shares; 2026Q1: 105,000 shares 105,000$21.7M3.66%-60,000Timeline
MRVIMARAVAI LIFESCIENCES HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,011,179 shares; 2024Q4: 11,591,335 shares; 2025Q1: 12,521,335 shares; 2025Q2: 12,521,335 shares; 2025Q3: 12,521,335 shares; 2025Q4: 8,921,335 shares; 2026Q1: 7,260,195 shares 7,260,195$20.5M3.47%-1,661,140Timeline
HTFLHEARTFLOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640,000 shares 640,000$15.6M2.63%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares 52,000$6.17M1.04%newTimeline
OFRMONCE UPON A FARM PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365,000 shares 365,000$5.97M1.01%newTimeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,000 shares 70,000$4.24M0.72%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,375,000 shares; 2025Q2: 275,000 shares; 2025Q3: 275,000 shares; 2025Q4: 185,000 shares; 2026Q1: 185,000 shares 185,000$2.66M0.45%0Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,000 shares 22,000$816K0.14%newTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000$542K0.09%newTimeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100$240K0.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KVYOKLAVIYO INC1,838,000$59.7Mshares
WINGWINGSTOP INC79,000$18.8Mshares
BBNXBETA BIONICS INC575,000$17.5Mshares
FWRGFIRST WATCH RESTAURANT GROUP1,070,701$16.1Mshares
CPNGCOUPANG INC250,000$5.9Mshares
OSCROSCAR HEALTH INC126,855$1.82Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001540531-26-000003 base2026-05-15acceptance time not in the bulk data set