12 West Capital Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| HAWAIIAN ELEC INDUSTRIES | 0 | 1,850,000 | +1,850,000 | 0 | 22,755,000 | +22,755,000 |
| BETA BIONICS INC | 0 | 575,000 | +575,000 | 0 | 17,520,250 | +17,520,250 |
| KLAVIYO INC | 1,838,000 | 1,838,000 | 0 | 50,894,220 | 59,679,860 | +8,785,640 |
| REPLIGEN CORP | 241,233 | 241,233 | 0 | 32,245,615 | 39,528,439 | +7,282,824 |
| COUPANG INC | 0 | 250,000 | +250,000 | 0 | 5,897,500 | +5,897,500 |
| TOAST INC | 1,782,840 | 1,847,840 | +65,000 | 65,091,488 | 65,616,798 | +525,310 |
| AFFIRM HLDGS INC | 350,000 | 350,000 | 0 | 25,578,000 | 26,050,500 | +472,500 |
| NU HLDGS LTD | 275,000 | 185,000 | -90,000 | 4,402,750 | 3,096,900 | -1,305,850 |
| OSCAR HEALTH INC | 186,855 | 126,855 | -60,000 | 3,537,165 | 1,822,906 | -1,714,259 |
| CLOUDFLARE INC | 165,000 | 165,000 | 0 | 35,407,350 | 32,529,750 | -2,877,600 |
| KURA SUSHI USA INC | 556,415 | 541,415 | -15,000 | 33,056,615 | 28,332,247 | -4,724,368 |
| SHAKE SHACK INC | 1,753,595 | 1,963,595 | +210,000 | 164,154,028 | 159,385,006 | -4,769,022 |
| MARAVAI LIFESCIENCES HLDGS I | 12,521,335 | 8,921,335 | -3,600,000 | 35,936,231 | 28,994,339 | -6,941,892 |
| FIRST WATCH RESTAURANT GROUP | 1,490,701 | 1,070,701 | -420,000 | 23,314,564 | 16,146,171 | -7,168,393 |
| SMITH DOUGLAS HOMES CORP | 535,140 | 0 | -535,140 | 9,450,572 | 0 | -9,450,572 |
| WINGSTOP INC | 114,000 | 79,000 | -35,000 | 28,691,520 | 18,840,710 | -9,850,810 |
| BBB FOODS INC | 3,382,770 | 2,362,770 | -1,020,000 | 91,199,479 | 78,892,890 | -12,306,589 |
| GDS HLDGS LTD | 4,521,976 | 4,283,776 | -238,200 | 175,000,471 | 149,503,782 | -25,496,689 |
| UNITY SOFTWARE INC | 965,000 | 0 | -965,000 | 38,638,600 | 0 | -38,638,600 |
| ROBLOX CORP | 1,065,000 | 1,050,000 | -15,000 | 147,523,800 | 85,081,500 | -62,442,300 |