12 West Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$964.1B
Holdings
17
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 4,521,976 | $175.0B | 18.15% | |
| 2 | SHAKSHAKE SHACK INC | 1,753,595 | $164.2B | 17.03% | |
| 3 | RBLXROBLOX CORP | 1,065,000 | $147.5B | 15.30% | |
| 4 | TBBBBBB FOODS INC | 3,382,770 | $91.2B | 9.46% | |
| 5 | TOSTTOAST INC | 1,782,840 | $65.1B | 6.75% | |
| 6 | KVYOKLAVIYO INC | 1,838,000 | $50.9B | 5.28% | |
| 7 | UUNITY SOFTWARE INC | 965,000 | $38.6B | 4.01% | |
| 8 | MRVIMARAVAI LIFESCIENCES HLDGS I | 12,521,335 | $35.9B | 3.73% | |
| 9 | NETCLOUDFLARE INC | 165,000 | $35.4B | 3.67% | |
| 10 | KRUSKURA SUSHI USA INC | 556,415 | $33.1B | 3.43% | |
| 11 | RGENREPLIGEN CORP | 241,233 | $32.2B | 3.34% | |
| 12 | WINGWINGSTOP INC | 114,000 | $28.7B | 2.98% | |
| 13 | AFRMAFFIRM HLDGS INC | 350,000 | $25.6B | 2.65% | |
| 14 | FWRGFIRST WATCH RESTAURANT GROUP | 1,490,701 | $23.3B | 2.42% | |
| 15 | SDHCSMITH DOUGLAS HOMES CORP | 535,140 | $9.5B | 0.98% | |
| 16 | NUNU HLDGS LTD | 275,000 | $4.4B | 0.46% | |
| 17 | OSCROSCAR HEALTH INC | 186,855 | $3.5B | 0.37% |