12 West Capital Management LP
NEW YORK NY · SEC CIK 0001540531
$5.92亿2026Q1 申报市值
20持仓数
86.8%前十大占比 · 第一大 18.6%
8 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WRBY 新建仓+$2,749.06万
HTFL 新建仓+$1,557.12万
AFRM 加仓+$847.67万
SHOP 新建仓+$616.82万
OFRM 新建仓+$596.77万
2026Q1 卖出最多 按季末市值估算
GDS 减仓-$6,878.31万
SHAK 减仓-$6,369.84万
KVYO 清仓-$5,967.99万
WING 清仓-$1,884.07万
BBNX 清仓-$1,752.03万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHAK | SHAKE SHACK INC | $1.10亿 | 18.57% | 1,243,595 | -720,000 | -36.7% | -$6,369.84万 | 减仓 |
| GDS | GDS HLDGS LTD | $1.04亿 | 17.52% | 2,576,576 | -1,707,200 | -39.9% | -$6,878.31万 | 减仓 |
| TBBB | BBB FOODS INC | $8,091.84万 | 13.66% | 2,287,770 | -75,000 | -3.2% | -$265.28万 | 减仓 |
| RBLX | ROBLOX CORP | $5,373.20万 | 9.07% | 950,000 | -100,000 | -9.5% | -$565.60万 | 减仓 |
| TOST | TOAST INC | $3,308.02万 | 5.58% | 1,247,840 | -600,000 | -32.5% | -$1,590.60万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $3,115.53万 | 5.26% | 446,415 | -95,000 | -17.5% | -$663.01万 | 减仓 |
| WRBY | WARBY PARKER INC | $2,749.06万 | 4.64% | 1,304,727 | 1,304,727 | — | $2,749.06万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $2,671.20万 | 4.51% | 1,800,000 | -50,000 | -2.7% | -$74.20万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $2,451.37万 | 4.14% | 535,000 | 185,000 | 52.9% | $847.67万 | 加仓 |
| RGEN | REPLIGEN CORP | $2,253.11万 | 3.80% | 191,233 | -50,000 | -20.7% | -$589.10万 | 减仓 |
| NET | CLOUDFLARE INC | $2,166.57万 | 3.66% | 105,000 | -60,000 | -36.4% | -$1,238.04万 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $2,054.64万 | 3.47% | 7,260,195 | -1,661,140 | -18.6% | -$470.10万 | 减仓 |
| HTFL | HEARTFLOW INC | $1,557.12万 | 2.63% | 640,000 | 640,000 | — | $1,557.12万 | 新建仓 |
| SHOP | SHOPIFY INC | $616.82万 | 1.04% | 52,000 | 52,000 | — | $616.82万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $596.77万 | 1.01% | 365,000 | 365,000 | — | $596.77万 | 新建仓 |
| ELF | E L F BEAUTY INC | $424.27万 | 0.72% | 70,000 | 70,000 | — | $424.27万 | 新建仓 |
| NU | NU HLDGS LTD | $265.85万 | 0.45% | 185,000 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS | $81.58万 | 0.14% | 22,000 | 22,000 | — | $81.58万 | 新建仓 |
| CRWV | COREWEAVE INC | $54.23万 | 0.09% | 7,000 | 7,000 | — | $54.23万 | 新建仓 |
| ACMR | ACM RESH INC | $24.00万 | 0.04% | 6,100 | 6,100 | — | $24.00万 | 新建仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -1,838,000 | -100.0% | -$5,967.99万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -79,000 | -100.0% | -$1,884.07万 | 清仓 |
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | -575,000 | -100.0% | -$1,752.03万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -1,070,701 | -100.0% | -$1,614.62万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$589.75万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -126,855 | -100.0% | -$182.29万 | 清仓 |