12 West Capital Management LP
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$592.4M
Holdings
20
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHAK
SHAKE SHACK INC
Held since at least Q1 2024
18.6%
02
$GDS
GDS HLDGS LTD
Held since at least Q1 2024
17.5%
03
$TBBB
BBB FOODS INC
Q4 2025: New position (12.0k shares)
13.7%
04
$RBLX
ROBLOX CORP
Held since at least Q1 2024
9.1%
05
$TOST
TOAST INC
Held since at least Q1 2024
5.6%
06
$KRUS
KURA SUSHI USA INC
Held since at least Q1 2024
5.3%
07
$WRBY
WARBY PARKER INC
Held since at least Q1 2024
4.6%
08
$HE
HAWAIIAN ELEC INDS INC MTN B
Held since at least Q1 2024
4.5%
09
$AFRM
AFFIRM HLDGS INC
Q4 2025: New position (54.7k shares)
4.1%
10
$RGEN
REPLIGEN CORP
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.