12 West Capital Management LP
13F filer · CIK 1540531 · New York, NY
Summary
12 West Capital Management LP reported $534.70M across 18 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GDS (14.4%), TBBB (13.4%), RBLX (9.7%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 3, trimmed 7 and sold out of 4.
Reported value$534.70M
Positions18
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added3
Trimmed7
Sold out4
Top 18 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 14.4%Value $76.97MPrice $31.28Shares 2.56M -0.52%Since Jun 30 +4.16%
Weight 13.4%Value $71.58MPrice $52.40Shares 1.72M -24.92%Since Jun 30 +25.75%
Weight 9.7%Value $51.66MPrice $41.18Shares 950KSince Jun 30 -24.27%
Weight 9.0%Value $48.37MPrice $57.88Shares 863K -30.57%Since Jun 30 +3.32%
Weight 8.2%Value $44.06MPrice $7.65Shares 7.06M -2.75%Since Jun 30 +22.60%
Weight 7.1%Value $38.23MPrice $194.57Shares 280K +46.50%Since Jun 30 +42.60%
Weight 7.0%Value $37.51MPrice $69.30Shares 460K -14.02%Since Jun 30 -15.02%
Weight 6.5%Value $34.71MPrice $30.46Shares 1.25MSince Jun 30 +9.49%
Weight 5.3%Value $28.55MPrice $75.61Shares 225K +3588.52%Since Jun 30 -40.41%
Weight 5.0%Value $26.48MPrice $49.83Shares 903K +41.02%Since Jun 30 +69.84%
Weight 4.8%Value $25.75MPrice $352.26Shares 105KSince Jun 30 +43.62%
Weight 2.8%Value $15.22MPrice $9.08Shares 1.13M -37.50%Since Jun 30 -32.89%
Weight 1.9%Value $10.07MPrice $39.17Shares 175K -60.80%Since Jun 30 -31.95%
Weight 1.4%Value $7.48MPrice $15.81Shares 365KSince Jun 30 -22.80%
Weight 1.1%Value $5.94MPrice $148.26Shares 52KSince Jun 30 +29.85%
Weight 0.9%Value $4.92MPrice $31.83Shares 100KSince Jun 30 -35.36%
Weight 0.9%Value $4.73MPrice $75.95Shares 50KSince Jun 30 -19.66%
Weight 0.5%Value $2.47MPrice $12.35Shares 185KSince Jun 30 -7.56%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 14.4% | $76.97M | +4.16% | -0.52% | Trim | |
| 13.4% | $71.58M | +25.75% | -24.92% | Trim | |
| 9.7% | $51.66M | -24.27% | — | Hold | |
| 9.0% | $48.37M | +3.32% | -30.57% | Trim | |
| 8.2% | $44.06M | +22.60% | -2.75% | Trim | |
| 7.1% | $38.23M | +42.60% | +46.50% | Add | |
| 7.0% | $37.51M | -15.02% | -14.02% | Trim | |
| 6.5% | $34.71M | +9.49% | — | Hold | |
| 5.3% | $28.55M | -40.41% | +3588.52% | Add | |
| 5.0% | $26.48M | +69.84% | +41.02% | Add | |
| 4.8% | $25.75M | +43.62% | — | Hold | |
| 2.8% | $15.22M | -32.89% | -37.50% | Trim | |
| 1.9% | $10.07M | -31.95% | -60.80% | Trim | |
| 1.4% | $7.48M | -22.80% | — | Hold | |
| 1.1% | $5.94M | +29.85% | — | Hold | |
| 0.9% | $4.92M | -35.36% | — | New | |
| 0.9% | $4.73M | -19.66% | — | New | |
| 0.5% | $2.47M | -7.56% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.