Long-term investor

12 West Capital Management LP @12westcapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001540531).

Record

  • Tracked since 2025-06-30 (441 days), 60 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -20.3% · all -20.3%
  • Max drawdown n/a · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GDS · 14.4% · long · since 2025-06-30
  • TBBB · 13.4% · long · since 2025-06-30
  • RBLX · 9.7% · long · since 2025-06-30
  • 819047101 · 9.0% · long · since 2025-06-30
  • MRVI · 8.2% · long · since 2025-06-30
  • RGEN · 7.1% · long · since 2025-06-30
  • AFRM · 7.0% · long · since 2025-06-30
  • TOST · 6.5% · long · since 2025-06-30
  • ACMR · 5.3% · long · since 2026-03-31
  • HTFL · 5.0% · long · since 2026-03-31
  • NET · 4.8% · long · since 2025-06-30
  • HE · 2.8% · long · since 2025-12-31

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