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12 WEST CAPITAL MANAGEMENT LP

AUM: $1.68 B

13-F Portfolio Value: $945.51 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 87.05%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TBBB	BBB FOODS INC	7.1%	2,419,058	$67,153,050	130,000	5.68%	$27.76	13F
AFRM	AFFIRM HLDGS INC	2.56%	350,000	$24,199,000	25,000	7.69%	$69.14	13F
SN	SHARKNINJA INC	2.37%	226,000	$22,371,740	151,000	201.33%	$98.99	13F