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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
SHAK	SHAKE SHACK INC	22.95%	1,543,595	$217,029,457	-75,000	-4.63%	$140.6	13F
RBLX	ROBLOX CORP	12.61%	1,133,000	$119,191,600	-50,000	-4.23%	$105.2	13F
NU	NU HLDGS LTD	0.4%	275,000	$3,773,000	-1,100,000	-80%	$13.72	13F