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Disclosery

12 West Capital Management LP: GDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12 West Capital Management LP on GDS, newest first. How the timeline and the estimate are built.

12 West Capital Management LP held 2,563,192 GDS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,563,192 shares
    Change vs previous 13F -13,384 shares

    14.4% of the 13F portfolio, value $76,972,656.

    13F-HR 0001540531-26-000005 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,576,576 shares
    Change vs previous 13F -1,707,200 shares

    17.52% of the 13F portfolio, value $103,810,247.

    13F-HR 0001540531-26-000003 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,283,776 shares
    Change vs previous 13F -238,200 shares

    17.8% of the 13F portfolio, value $149,503,782.

    13F-HR 0001540531-26-000002 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,521,976 shares
    Change vs previous 13F -342,500 shares

    18.15% of the 13F portfolio, value $175,000,471.

    13F-HR 0001540531-25-000009 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,864,476 shares
    Change vs previous 13F 0 shares

    15.73% of the 13F portfolio, value $148,707,031.

    13F-HR 0001540531-25-000006 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,864,476 shares
    Change vs previous 13F -744,661 shares

    18.18% of the 13F portfolio, value $123,217,177.

    13F-HR 0002009911-25-000005 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,609,137 shares
    Change vs previous 13F -74,837 shares

    13.96% of the 13F portfolio, value $133,273,095.

    13F-HR 0001540531-25-000002 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,683,974 shares
    Change vs previous 13F not available

    11.86% of the 13F portfolio, value $115,953,070.

    13F-HR 0001540531-24-000013 filed by 12 West Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).