12 West Capital Management LP

NEW YORK, NY · CIK 1540531 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$1.3bn
Staff11 · 7 in investment roles
Main clients (by assets)Private funds 100%
Private funds4 (4 hedge) · $1.3bn gross assets
Form ADV · 2026-03-20SEC adviser record

Legal entity12 WEST CAPITAL MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 4

US visa salary filings

Filings FY20241
Median salary offered$185,000
Middle half$185,000 – $185,000
Job titles1

Job title	Filings	Median	Range
Data ScientistNew York, NY	1	$185,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: 12 West Capital Management, LP..

$534.7m reported value -9.7% vs Q1 2026

18positions

85.7%in top 10

2 new 3 added 7 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GDS HLDGS LTD SPONSORED ADS GDS	GDS	2,563,192	$77.0m14.40%	14.40%	Reduced -13.4k	-13,384 -0.5%
2	BBB FOODS INC CL A COM TBBB	TBBB	1,717,770	$71.6m13.39%	13.39%	Reduced -570.0k	-570,000 -24.9%
3	ROBLOX CORP CL A RBLX	RBLX	950,000	$51.7m9.66%	9.66%	Unchanged
4	SHAKE SHACK INC CL A SHAK	SHAK	863,411	$48.4m9.05%	9.05%	Reduced -380.2k	-380,184 -30.6%
5	MARAVAI LIFESCIENCES HLDGS I COM CL A MRVI	MRVI	7,060,195	$44.1m8.24%	8.24%	Reduced -200.0k	-200,000 -2.8%
6	REPLIGEN CORP COM RGEN	RGEN	280,165	$38.2m7.15%	7.15%	Added +88.9k	+88,932 46.5%
7	AFFIRM HLDGS INC COM CL A AFRM	AFRM	460,000	$37.5m7.02%	7.02%	Reduced -75.0k	-75,000 -14.0%
8	TOAST INC CL A TOST	TOST	1,247,840	$34.7m6.49%	6.49%	Unchanged
9	ACM RESH INC COM CL A ACMR	ACMR	225,000	$28.6m5.34%	5.34%	Added +218.9k	+218,900 3588.5%
10	HEARTFLOW INC COM HTFL	HTFL	902,500	$26.5m4.95%	4.95%	Added +262.5k	+262,500 41.0%
11	CLOUDFLARE INC CL A COM NET	NET	105,000	$25.8m4.82%	4.82%	Unchanged
12	HAWAIIAN ELEC INDUSTRIES COM HE	HE	1,125,000	$15.2m2.85%	2.85%	Reduced -675.0k	-675,000 -37.5%
13	KURA SUSHI USA INC CL A COM KRUS	KRUS	175,000	$10.1m1.88%	1.88%	Reduced -271.4k	-271,415 -60.8%
14	ONCE UPON A FARM PBC COM OFRM	OFRM	365,000	$7.5m1.40%	1.40%	Unchanged
15	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	52,000	$5.9m1.11%	1.11%	Unchanged
16	ENPHASE ENERGY INC COM ENPH	ENPH	100,000	$4.9m0.92%	0.92%	New
17	ON SEMICONDUCTOR CORP COM ON	ON	50,000	$4.7m0.88%	0.88%	New
18	NU HLDGS LTD ORD SHS CL A NU	NU	185,000	$2.5m0.46%	0.46%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WARBY PARKER INC WRBY	WRBY	1,304,727	$27.5m1.3m shares
E L F BEAUTY INC ELF	ELF	70,000	$4.2m70.0k shares
AEHR TEST SYS AEHR	AEHR	22,000	$815.8k22.0k shares
COREWEAVE INC CRWV	CRWV	7,000	$542.3k7.0k shares