12 West Capital Management LP
12 West Capital Management LP is an SEC-registered investment adviser based in New York, NY. The firm manages investment funds, including 12 West Capital Fund LP and 12 West Capital Offshore Fund LP, and primarily serves institutional investors. Founded as a Delaware limited partnership, it is led by Joel Ramin and is known for filing regular 13F disclosures. The employee count is relatively small, reflecting a focused boutique approach to public equities investment management.
Investment Strategy
12 West Capital Management LP operates a fundamental, research-driven public equity investment strategy, focusing on acquiring significant minority stakes in high-quality, growth-oriented businesses, predominantly in North American and global markets. The firm seeks to create value through concentrated positions, deep diligence, and active engagement, balancing long-term investments with opportunistic shorter-term trades across select sectors.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHAK | SHAKE SHACK INC | 22.95% | $217.0M | 1,543,595 | $50.22 | $140.60 | +$74.3M |
G GDS | GDS HLDGS LTD | 15.73% | $148.7M | 4,864,476 | $29.61 | $30.57 | +$25.5M |
R RBLX | ROBLOX CORP | 12.61% | $119.2M | 1,133,000 | $43.94 | $105.20 | +$50.2M |
T TOST | TOAST INC | 8.26% | $78.1M | 1,762,840 | $20.63 | $44.29 | +$19.6M |
T TBBB | BBB FOODS INC | 7.10% | $67.2M | 2,419,058 | $27.87 | $27.76 | +$6.1M |