12 West Capital Management LP 13F 持仓 · 2026年Q2
12 West Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 5.35 亿美元。前几大持仓：GDS（14.40%）、TBBB（13.39%）、RBLX（9.66%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 7 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GDS | GDS HLDGS LTD | $77.0M | 14.40% | 2.6M | 减持 |
| 2 | TBBB | BBB FOODS INC | $71.6M | 13.39% | 1.7M | 减持 |
| 3 | RBLX | ROBLOX CORP | $51.7M | 9.66% | 950,000 | 持平 |
| 4 | SHAK | SHAKE SHACK INC | $48.4M | 9.05% | 863,411 | 减持 |
| 5 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $44.1M | 8.24% | 7.1M | 减持 |
| 6 | RGEN | REPLIGEN CORP | $38.2M | 7.15% | 280,165 | 增持 |
| 7 | AFRM | AFFIRM HLDGS INC | $37.5M | 7.02% | 460,000 | 减持 |
| 8 | TOST | TOAST INC | $34.7M | 6.49% | 1.2M | 持平 |
| 9 | ACMR | ACM RESH INC | $28.6M | 5.34% | 225,000 | 增持 |
| 10 | HTFL | HEARTFLOW INC | $26.5M | 4.95% | 902,500 | 增持 |
| 11 | NET | CLOUDFLARE INC | $25.8M | 4.82% | 105,000 | 持平 |
| 12 | HE | HAWAIIAN ELEC INDS INC MTN B | $15.2M | 2.85% | 1.1M | 减持 |
| 13 | KRUS | KURA SUSHI USA INC | $10.1M | 1.88% | 175,000 | 减持 |
| 14 | OFRM | ONCE UPON A FARM PBC | $7.5M | 1.40% | 365,000 | 持平 |
| 15 | SHOP | SHOPIFY INC | $5.9M | 1.11% | 52,000 | 持平 |
| 16 | ENPH | ENPHASE ENERGY INC | $4.9M | 0.92% | 100,000 | 新建仓 |
| 17 | ON | ON SEMICONDUCTOR CORP | $4.7M | 0.88% | 50,000 | 新建仓 |
| 18 | NU | NU HLDGS LTD | $2.5M | 0.46% | 185,000 | 持平 |
| 19 | AEHR | AEHR TEST SYS | $0 | 0.00% | 0 | 清仓 |
| 20 | CRWV | COREWEAVE INC | $0 | 0.00% | 0 | 清仓 |
| 21 | ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | 清仓 |
| 22 | WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR