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Jonathan Herr

12 West Capital Management Lp

Assets Managed
$592.383M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-29.45%(2Q avg: -21.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in 12 West Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of 12 West Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 592.383M in assets, with a quarterly growth rate of -29.45% and a 2-quarter average growth rate of -21.17%. The portfolio is managed by Jonathan Herr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHAK
Shake Shack Inc - Class A
Recent Activity
Decreased -36.66%
18.58%
$110.021M
1.244M shares@ $88.48 avg price
GDS
Gds Holdings Ltd - Adr
Recent Activity
Decreased -39.85%
17.53%
$103.81M
2.577M shares@ $40.29 avg price
TBBB
Bbb Foods Inc-class A
Recent Activity
Decreased -3.17%
13.66%
$80.918M
2.288M shares@ $35.38 avg price
RBLX
Roblox Corp -class A
Recent Activity
Decreased -9.52%
9.08%
$53.732M
950,000 shares@ $56.56 avg price
TOST
Toast Inc-class A
Recent Activity
Decreased -32.47%
5.59%
$33.08M
1.248M shares@ $26.51 avg price
KRUS
Kura Sushi Usa Inc-class A
Recent Activity
Decreased -17.54%
5.26%
$31.155M
446,415 shares@ $69.8 avg price
WRBY
Warby Parker Inc-class A
Recent Activity
New Position
4.65%
$27.491M
1.305M shares@ $21.08 avg price
HE
Hawaiian Electric Inds
Recent Activity
Decreased -2.7%
4.51%
$26.712M
1.8M shares@ $14.84 avg price
AFRM
Affirm Holdings Inc
Recent Activity
Increased 52.86%
4.14%
$24.514M
535,000 shares@ $45.82 avg price
RGEN
Repligen Corp
Recent Activity
Decreased -20.72%
3.81%
$22.531M
191,233 shares@ $117.82 avg price

1-10 of 20