12 West Capital Management LP
NEW YORK NY · SEC CIK 0001540531
$5.35亿2026Q2 申报市值
18持仓数
85.7%前十大占比 · 第一大 14.4%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACMR 加仓+$2,777.62万
RGEN 加仓+$1,213.39万
HTFL 加仓+$770.17万
ENPH 新建仓+$492.40万
ON 新建仓+$472.70万
2026Q2 卖出最多 按季末市值估算
WRBY 清仓-$2,749.06万
TBBB 减仓-$2,375.19万
SHAK 减仓-$2,129.79万
KRUS 减仓-$1,562.26万
HE 减仓-$913.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GDS | GDS HLDGS LTD | $7,697.27万 | 14.40% | 2,563,192 | -13,384 | -0.5% | -$40.19万 | 减仓 |
| TBBB | BBB FOODS INC | $7,157.95万 | 13.39% | 1,717,770 | -570,000 | -24.9% | -$2,375.19万 | 减仓 |
| RBLX | ROBLOX CORP | $5,166.10万 | 9.66% | 950,000 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $4,836.83万 | 9.05% | 863,411 | -380,184 | -30.6% | -$2,129.79万 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $4,405.56万 | 8.24% | 7,060,195 | -200,000 | -2.8% | -$124.80万 | 减仓 |
| RGEN | REPLIGEN CORP | $3,822.57万 | 7.15% | 280,165 | 88,932 | 46.5% | $1,213.39万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,751.30万 | 7.02% | 460,000 | -75,000 | -14.0% | -$611.62万 | 减仓 |
| TOST | TOAST INC | $3,471.49万 | 6.49% | 1,247,840 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $2,855.03万 | 5.34% | 225,000 | 218,900 | 3,588.5% | $2,777.62万 | 加仓 |
| HTFL | HEARTFLOW INC | $2,647.93万 | 4.95% | 902,500 | 262,500 | 41.0% | $770.17万 | 加仓 |
| NET | CLOUDFLARE INC | $2,575.44万 | 4.82% | 105,000 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1,522.12万 | 2.85% | 1,125,000 | -675,000 | -37.5% | -$913.27万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $1,007.30万 | 1.88% | 175,000 | -271,415 | -60.8% | -$1,562.26万 | 减仓 |
| OFRM | ONCE UPON A FARM PBC | $747.52万 | 1.40% | 365,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $593.74万 | 1.11% | 52,000 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $492.40万 | 0.92% | 100,000 | 100,000 | — | $492.40万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $472.70万 | 0.88% | 50,000 | 50,000 | — | $472.70万 | 新建仓 |
| NU | NU HLDGS LTD | $247.16万 | 0.46% | 185,000 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -1,304,727 | -100.0% | -$2,749.06万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$424.27万 | 清仓 |
| AEHR | AEHR TEST SYS | $0 | 0.00% | 0 | -22,000 | -100.0% | -$81.58万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$54.23万 | 清仓 |