13F Filings History of 12 West Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$839,674,548
Signature - Title
Jonathan Herr - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by 12 West Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 12 West Capital Management LP reported 18 stock holdings with total value $839,674,548 as of Q4 2025. Top holdings included SHAK, GDS, RBLX, TBBB, and TOST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $839,674,548 +$65,526,600 -$121,210,102 -$55,683,502 SHAK, GDS, RBLX, TBBB, TOST 13F-HR 17 Feb 2026, 09:15
Q3 2025 17 $964,122,468 +$99,545,825 -$48,528,596 +$51,017,229 GDS, SHAK, RBLX, TBBB, TOST 13F-HR 14 Nov 2025, 10:26
Q2 2025 17 $945,508,364 +$78,597,586 -$60,584,690 +$18,012,896 SHAK, GDS, RBLX, TOST, TBBB 13F-HR 14 Aug 2025, 10:52
Q1 2025 17 $677,576,324 +$107,755,910 -$241,424,174 -$133,668,264 SHAK, GDS, RBLX, TBBB, TOST 13F-HR 15 May 2025, 10:24
Q4 2024 16 $954,595,438 +$110,062,777 -$261,862,182 -$151,799,405 SHAK, GDS, RBLX, TOST, MRVI 13F-HR 13 Feb 2025, 13:46
Q3 2024 17 $977,383,214 +$84,659,800 -$205,337,776 -$120,677,976 SHAK, RBLX, MRVI, GDS, TOST 13F-HR 13 Nov 2024, 13:42
Q2 2024 19 $972,744,437 +$109,931,423 -$116,410,365 -$6,478,942 SHAK, GO, RBLX, PCOR, TOST 13F-HR 14 Aug 2024, 09:17
Q1 2024 24 $1,098,160,843 +$194,242,959 -$312,866,555 -$118,623,596 SHAK, PCOR, MRVI, GO, TOST 13F-HR 07 May 2024, 15:50
Q4 2023 19 $1,059,283,867 +$154,729,935 -$299,338,079 -$144,608,144 PCOR, RBLX, SHAK, TOST, MRVI 13F-HR 14 Feb 2024, 10:56
Q3 2023 24 $1,104,120,749 +$112,062,107 -$76,734,297 +$35,327,810 PCOR, SHAK, RBLX, TOST, SMAR 13F-HR 14 Nov 2023, 11:11
Q2 2023 23 $1,165,013,403 +$112,510,749 -$135,536,189 -$23,025,440 PCOR, RBLX, TOST, CFLT, SHAK 13F-HR 14 Aug 2023, 12:15
Q1 2023 24 $1,163,671,932 +$169,398,524 -$179,453,582 -$10,055,058 PCOR, RBLX, GDS, RGEN, SMAR 13F-HR 15 May 2023, 11:27
Q4 2022 21 $989,441,906 +$116,014,060 -$236,073,571 -$120,059,511 PCOR, GDS, RGEN, RBLX, TOST 13F-HR 14 Feb 2023, 11:59
Q3 2022 20 $1,133,548,000 +$110,795,825 -$98,603,771 +$12,192,054 PCOR, RGEN, GDS, RBLX, SMAR 13F-HR 14 Nov 2022, 16:19
Q2 2022 22 $1,173,724,000 +$111,960,139 -$139,202,001 -$27,241,862 GDS, PCOR, RGEN, RBLX, CXM 13F-HR 15 Aug 2022, 16:26
Q1 2022 22 $1,644,870,000 +$337,625,986 -$231,993,269 +$105,632,717 GDS, TXG, PCOR, RGEN, SHAK 13F-HR 16 May 2022, 16:02
Q4 2021 19 $2,254,064,000 +$328,468,003 -$166,529,826 +$161,938,177 RBLX, GDS, TXG, RGEN, PCOR 13F-HR 14 Feb 2022, 16:07
Q3 2021 17 $2,192,525,000 +$212,856,205 -$221,046,145 -$8,189,940 GDS, RGEN, RBLX, TXG, SHAK 13F-HR 15 Nov 2021, 16:05
Q2 2021 15 $2,385,239,000 +$197,853,046 -$68,837,235 +$129,015,811 GDS, TXG, SHAK, RGEN, RBLX 13F-HR 16 Aug 2021, 15:56
Q1 2021 14 $2,098,288,000 +$168,274,000 -$419,956,209 -$251,682,209 GDS, TXG, SHAK, RGEN, SMAR 13F-HR 17 May 2021, 16:15
Q4 2020 14 $2,327,895,000 +$24,912,963 -$143,172,871 -$118,259,908 GDS, TXG, SMAR, SHAK, RGEN 13F-HR 16 Feb 2021, 16:08
Q3 2020 17 $2,055,081,000 +$147,420,170 -$216,534,183 -$69,114,013 GDS, TXG, SHAK, SMAR, RGEN 13F-HR 16 Nov 2020, 16:53
Q2 2020 16 $1,935,001,000 +$200,175,006 -$378,554,009 -$178,379,003 GDS, SMAR, SHAK, RGEN, TXG 13F-HR 14 Aug 2020, 16:02
Q1 2020 17 $1,613,709,000 +$181,630,217 -$51,786,735 +$129,843,482 GDS, GDDY, SMAR, RGEN, SHAK 13F-HR 15 May 2020, 16:01
Q4 2019 13 $1,555,155,000 +$113,205,906 -$192,106,000 -$78,900,094 GDS, GDDY, SMAR, SHAK, RGEN 13F-HR 14 Feb 2020, 16:00
Q3 2019 14 $1,532,173,000 +$173,952,983 $0 +$173,952,983 GDS, SHAK, GDDY, SMAR, FLT 13F-HR 14 Nov 2019, 16:01
Q2 2019 14 $1,310,097,000 +$110,229,190 -$60,684,480 +$49,544,710 GDS, GDDY, SHAK, FLT, TECH 13F-HR 14 Aug 2019, 16:01
Q1 2019 13 $1,201,115,000 +$59,015,390 -$92,278,907 -$33,263,517 GDS, GDDY, SHAK, FLT, TECH 13F-HR 15 May 2019, 16:01
Q4 2018 14 $947,662,000 +$110,304,049 -$195,554,504 -$85,250,455 GDS, GDDY, SHAK, FLT, LAUR 13F-HR 14 Feb 2019, 16:00
Q3 2018 18 $1,335,589,000 +$336,493,961 -$189,395,752 +$147,098,209 GDS, GDDY, SHAK, FLT, LAUR 13F-HR 14 Nov 2018, 16:01
Q2 2018 21 $1,190,467,000 +$167,949,328 -$77,937,022 +$90,012,306 GDS, SHAK, GDDY, WW, FLT 13F-HR 14 Aug 2018, 16:03
Q1 2018 19 $909,385,000 +$158,015,379 -$119,247,069 +$38,768,310 GDDY, FLT, SHAK, WW, GDS 13F-HR 15 May 2018, 16:01
Q4 2017 18 $827,094,000 +$83,241,146 -$54,549,896 +$28,691,250 FLT, SHAK, GDDY, ALNY, POST 13F-HR 14 Feb 2018, 16:04
Q3 2017 19 $715,096,000 +$169,474,723 -$88,242,367 +$81,232,356 FLT, GDDY, SHAK, ALNY, POST 13F-HR 14 Nov 2017, 16:58
Q2 2017 16 $591,016,000 +$175,182,014 -$112,876,228 +$62,305,786 FLT, GDDY, SHAK, DOOR, ALNY 13F-HR 14 Aug 2017, 16:28
Q1 2017 18 $502,824,000 +$91,739,955 -$200,161,529 -$108,421,574 FLT, DOOR, GDDY, WMS, ALNY 13F-HR 15 May 2017, 16:14
Q4 2016 16 $562,620,000 +$25,551,913 -$85,488,481 -$59,936,568 FLT, WMS, DOOR, ZLTQ, SHAK 13F-HR 14 Feb 2017, 16:08
Q3 2016 21 $697,363,000 +$88,303,941 -$53,072,375 +$35,231,566 FLT, WMS, DOOR, ALNY, PLAY 13F-HR 14 Nov 2016, 16:36
Q2 2016 20 $620,024,000 +$41,442,412 -$203,435,051 -$161,992,639 FLT, WMS, DOOR, ALNY, SHAK 13F-HR 15 Aug 2016, 16:09
Q1 2016 19 $719,531,000 +$183,562,594 -$120,551,649 +$63,010,945 FLT, WMS, DOOR, CMG, ALNY 13F-HR 16 May 2016, 16:04
Q4 2015 16 $688,625,000 +$82,368,615 -$62,290,528 +$20,078,087 FLT, WMS, DOOR, ALNY, GRUB 13F-HR 16 Feb 2016, 16:02
Q3 2015 17 $685,311,000 +$48,769,707 -$81,626,158 -$32,856,451 FLT, DOOR, WMS, ALNY, ANWWQ 13F-HR 16 Nov 2015, 16:00
Q2 2015 18 $875,757,000 +$58,791,123 -$82,373,730 -$23,582,607 FLT, DOOR, WMS, ALNY, ANWWQ 13F-HR 14 Aug 2015, 16:08
Q1 2015 17 $898,766,000 +$84,501,360 -$55,810,140 +$28,691,220 FLT, DOOR, WMS, ALLE, ALNY 13F-HR 15 May 2015, 16:13
Q4 2014 16 $806,161,000 +$80,394,092 -$173,249,088 -$92,854,996 FLT, DOOR, WMS, ALLE, ALNY 13F-HR 17 Feb 2015, 16:02
Q3 2014 23 $856,885,000 +$255,818,512 -$171,217,297 +$84,601,215 FLT, DOOR, UTIW, BLT, ALNY 13F-HR 14 Nov 2014, 16:28
Q2 2014 16 $780,156,000 +$140,808,959 -$44,542,023 +$96,266,936 FLT, DOOR, TRIP, UTIW, BLT 13F-HR 14 Aug 2014, 16:33
Q1 2014 17 $625,696,000 +$56,353,773 -$3,901,562 +$52,452,211 FLT, DOOR, UTIW, ASCMA, BLT 13F-HR 15 May 2014, 16:30
Q4 2013 14 $627,873,000 $0 $0 $0 FLT, DOOR, UTIW, BLT, ASCMA 13F-HR 14 Feb 2014, 16:09