12 West Capital Management LP - Portfolio Stock Holdings

12 West Capital Management LP disclosed 26 stock positions in a recent SEC 13F filing. $592,186,610 of stock holdings were filed, with the largest holdings including SHAK, GDS, and TBBB. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.