12 West Capital Management LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$534,704
Net value change ($000)
-57,679 (-9.7%)
New positions
2
Sold out positions
4
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ACMR 28,310 11795.8%
MRVI 23,510 114.4%
RGEN 15,695 69.7%
AFRM 12,999 53.0%
HTFL 10,908 70.1%
ENPH 4,924 NEW
ON 4,727 NEW
NET 4,088 18.9%
TOST 1,635 4.9%
OFRM 1,507 25.3%
Top Reduces (Value $000, Stocks/ETFs)
SHAK -61,653 -56.0%
WRBY -27,491 -100.0%
GDS -26,837 -25.9%
KRUS -21,082 -67.7%
HE -11,491 -43.0%
TBBB -9,339 -11.5%
ELF -4,243 -100.0%
RBLX -2,071 -3.9%
AEHR -816 -100.0%
CRWV -542 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type