12 West Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$839.7M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHAKSHAKE SHACK INC | 1,963,595 | $159.4M | 18.98% | |
| 2 | GDSGDS HLDGS LTD | 4,283,776 | $149.5M | 17.80% | |
| 3 | RBLXROBLOX CORP | 1,050,000 | $85.1M | 10.13% | |
| 4 | TBBBBBB FOODS INC | 2,362,770 | $78.9M | 9.40% | |
| 5 | TOSTTOAST INC | 1,847,840 | $65.6M | 7.81% | |
| 6 | KVYOKLAVIYO INC | 1,838,000 | $59.7M | 7.11% | |
| 7 | RGENREPLIGEN CORP | 241,233 | $39.5M | 4.71% | |
| 8 | NETCLOUDFLARE INC | 165,000 | $32.5M | 3.87% | |
| 9 | MRVIMARAVAI LIFESCIENCES HLDGS I | 8,921,335 | $29.0M | 3.45% | |
| 10 | KRUSKURA SUSHI USA INC | 541,415 | $28.3M | 3.37% | |
| 11 | AFRMAFFIRM HLDGS INC | 350,000 | $26.1M | 3.10% | |
| 12 | HEHAWAIIAN ELEC INDUSTRIES | 1,850,000 | $22.8M | 2.71% | |
| 13 | WINGWINGSTOP INC | 79,000 | $18.8M | 2.24% | |
| 14 | BBNXBETA BIONICS INC | 575,000 | $17.5M | 2.09% | |
| 15 | FWRGFIRST WATCH RESTAURANT GROUP | 1,070,701 | $16.1M | 1.92% | |
| 16 | CPNGCOUPANG INC | 250,000 | $5.9M | 0.70% | |
| 17 | NUNU HLDGS LTD | 185,000 | $3.1M | 0.37% | |
| 18 | OSCROSCAR HEALTH INC | 126,855 | $1.8M | 0.22% |