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12 West Capital Management LP - Portfolio Stock Holdings

12 West Capital Management LP disclosed 22 stock positions in a recent SEC 13F filing. $534,704,064 of stock holdings were filed, with the largest holdings including GDS, TBBB, and RBLX. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $1,347,862,740 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

22

Est. Stock Holding Value:

$534,704,064

Top Stock Holdings By Sector

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Portfolio Stock Holdings - 12 West Capital Management LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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