12 West Capital Management LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$954.6M
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHAKSHAKE SHACK INC | 1,764,118 | $229.0M | 23.99% | |
| 2 | GDSGDS HLDGS LTD | 5,609,137 | $133.3M | 13.96% | |
| 3 | RBLXROBLOX CORP | 2,061,988 | $119.3M | 12.50% | |
| 4 | TOSTTOAST INC | 3,074,840 | $112.1M | 11.74% | |
| 5 | MRVIMARAVAI LIFESCIENCES HLDGS I | 11,591,335 | $63.2M | 6.62% | |
| 6 | KRUSKURA SUSHI USA INC | 556,415 | $50.4M | 5.28% | |
| 7 | TBBBBBB FOODS INC | 1,716,558 | $48.5M | 5.09% | |
| 8 | DDOGDATADOG INC | 266,500 | $38.1M | 3.99% | |
| 9 | FWRGFIRST WATCH RESTAURANT GROUP | 2,013,406 | $37.5M | 3.93% | |
| 10 | RGENREPLIGEN CORP | 246,875 | $35.5M | 3.72% | |
| 11 | GOGROCERY OUTLET HLDG CORP | 1,170,000 | $18.3M | 1.91% | |
| 12 | NETCLOUDFLARE INC | 165,000 | $17.8M | 1.86% | |
| 13 | VSCOVICTORIAS SECRET AND CO | 422,962 | $17.5M | 1.84% | |
| 14 | TPRTAPESTRY INC | 250,000 | $16.3M | 1.71% | |
| 15 | GAPGAP INC | 650,000 | $15.4M | 1.61% | |
| 16 | OSCROSCAR HEALTH INC | 186,855 | $2.5M | 0.26% |