12 West Capital Management LP

报告期 2026-03-31 · CIK 0001540531

持仓数

前50大市值合计

$592.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

26Q1 调仓2025-12-31 → 2026-03-31 · 共 25 项建仓 8增持 1减持 10清仓 6

方向

标的

Δ市值

现股数(环比)

清仓

KVYO KLAVIYO INC

-$59.7M

0 -100%

减持

SHAK SHAKE SHACK INC

-$49.4M

1,243,595 -37%

减持

GDS GDS HLDGS LTD

-$45.7M

2,576,576 -40%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

TOST TOAST INC

-$32.5M

1,247,840 -32%

减持

RBLX ROBLOX CORP

-$31.3M

950,000 -10%

建仓

WRBY WARBY PARKER INC

+$27.5M

1,304,727

清仓

WING WINGSTOP INC

-$18.8M

0 -100%

清仓

BBNX BETA BIONICS INC

-$17.5M

0 -100%

减持

RGEN REPLIGEN CORP

-$17.0M

191,233 -21%

清仓

FWRG FIRST WATCH RESTAURANT GROUP

-$16.1M

0 -100%

建仓

HTFL HEARTFLOW INC

+$15.6M

640,000

减持

NET CLOUDFLARE INC

-$10.9M

105,000 -36%

减持

MRVI MARAVAI LIFESCIENCES HLDGS I

-$8.4M

7,260,195 -19%

建仓

SHOP SHOPIFY INC

+$6.2M

52,000

建仓

OFRM ONCE UPON A FARM PBC

+$6.0M

365,000

清仓

CPNG COUPANG INC

-$5.9M

0 -100%

建仓

ELF E L F BEAUTY INC

+$4.2M

70,000

减持

HE HAWAIIAN ELEC INDS INC MTN B

+$4.0M

1,800,000 -3%

减持

KRUS KURA SUSHI USA INC

+$2.8M

446,415 -18%

减持

— BBB FOODS INC

+$2.0M

2,287,770 -3%

清仓

OSCR OSCAR HEALTH INC

-$1.8M

0 -100%

增持

AFRM AFFIRM HLDGS INC

-$1.5M

535,000 +53%

建仓

AEHR AEHR TEST SYS

+$815.8K

22,000

建仓

CRWV COREWEAVE INC

+$542.3K

7,000

建仓

ACMR ACM RESH INC

+$240.0K

6,100