12 West Capital Management LP: 13F holdings
CIK 15405312026Q2
| Positions | 18 |
|---|---|
| Reported value | $534.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GDS GDS HLDGS LTD | 2,563,192 | $77.0m | 14.4% |
| BBB FOODS INC | 1,717,770 | $71.6m | 13.4% |
| RBLX ROBLOX CORP | 950,000 | $51.7m | 9.7% |
| SHAK SHAKE SHACK INC | 863,411 | $48.4m | 9.0% |
| MRVI MARAVAI LIFESCIENCES HLDGS I | 7,060,195 | $44.1m | 8.2% |
| RGEN REPLIGEN CORP | 280,165 | $38.2m | 7.1% |
| AFRM AFFIRM HLDGS INC | 460,000 | $37.5m | 7.0% |
| TOST TOAST INC | 1,247,840 | $34.7m | 6.5% |
| ACMR ACM RESH INC | 225,000 | $28.6m | 5.3% |
| HEARTFLOW INC | 902,500 | $26.5m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1540531")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.