DOSSIER · 13F-HR · Q1 2026
12 West Capital Management LP
12 West's pension fund based in San Francisco, CA — $592M in tracked AUM across 20 positions as of Q1 2026.
1W
12 West·San Francisco, CA·Pension Fund
CIK 0001540531 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
13F Filing Analysis: 12 West Capital Management LP
1. Portfolio Overview
The most striking feature of 12 West Capital Management’s Q3 2025 filing is the dramatic reduction in portfolio size. The total assets under management (AUM) plummeted by 48.2%, falling from $945.51 million to $489.82 million. This substantial decrease in capital base was accompanied by a shift in portfolio structure, with the number of holdings remaining concentrated at just 10 securities.
The firm ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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