12 West Capital Management LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$592,383
Net value change ($000)
-247,292 (-29.5%)
New positions
8
Sold out positions
6
Turnover %
30.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WRBY 27,491 NEW
HTFL 15,571 NEW
SHOP 6,168 NEW
OFRM 5,968 NEW
ELF 4,243 NEW
HE 3,957 17.4%
KRUS 2,823 10.0%
TBBB 2,025 2.6%
AEHR 816 NEW
CRWV 542 NEW
Top Reduces (Value $000, Stocks/ETFs)
KVYO -59,680 -100.0%
SHAK -49,364 -31.0%
GDS -45,694 -30.6%
TOST -32,537 -49.6%
RBLX -31,350 -36.8%
WING -18,841 -100.0%
BBNX -17,520 -100.0%
RGEN -16,997 -43.0%
FWRG -16,146 -100.0%
NET -10,864 -33.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type