12 West Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$677.6B
Holdings
17
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHAKSHAKE SHACK INC | 1,618,595 | $142.7B | 21.06% | |
| 2 | GDSGDS HLDGS LTD | 4,864,476 | $123.2B | 18.18% | |
| 3 | RBLXROBLOX CORP | 1,183,000 | $69.0B | 10.18% | |
| 4 | TBBBBBB FOODS INC | 2,289,058 | $61.1B | 9.01% | |
| 5 | TOSTTOAST INC | 1,762,840 | $58.5B | 8.63% | |
| 6 | RGENREPLIGEN CORP | 241,233 | $30.7B | 4.53% | |
| 7 | KRUSKURA SUSHI USA INC | 556,415 | $28.5B | 4.20% | |
| 8 | MRVIMARAVAI LIFESCIENCES HLDGS I | 12,521,335 | $27.7B | 4.08% | |
| 9 | WINGWINGSTOP INC | 114,000 | $25.7B | 3.80% | |
| 10 | FWRGFIRST WATCH RESTAURANT GROUP | 1,490,701 | $24.8B | 3.66% | |
| 11 | WRBYWARBY PARKER INC | 1,175,000 | $21.4B | 3.16% | |
| 12 | NETCLOUDFLARE INC | 165,000 | $18.6B | 2.74% | |
| 13 | AFRMAFFIRM HLDGS INC | 325,000 | $14.7B | 2.17% | |
| 14 | NUNU HLDGS LTD | 1,375,000 | $14.1B | 2.08% | |
| 15 | MNDYMONDAY COM LTD | 34,000 | $8.3B | 1.22% | |
| 16 | SNSHARKNINJA INC | 75,000 | $6.3B | 0.92% | |
| 17 | OSCROSCAR HEALTH INC | 186,855 | $2.4B | 0.36% |