Subscribe Today

Get our free articles delivered directly to your email!

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
KVYO	KLAVIYO INC	4.66%	1,313,000	$44,090,540	1,313,000	New	$33.58	13F
SDHC	SMITH DOUGLAS HOMES CORP	1.5%	732,351	$14,222,256	732,351	New	$19.42	13F