Managers / Q1 2020 · view latest →
12 West Capital Management LP
CIK 0001540531 · 475 TENTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10018 · 646-216-7040
Reported Value
$1.7B
Q1 2020
Positions
18
Filings on Record
30
2019–present window
Filed
May 15, 2020
original filing
Summary
12 West Capital Management Lp reported $1.7B in U.S.-listed holdings across 18 positions for Q1 2020.
The portfolio is heavily concentrated: GDS alone accounts for 37.8% of reported value.
Compared with Q4 2019, the fund opened 7 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 57.3% · $961M
- ADR · 41.6% · $698M
- Other · 1.1% · $18M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $592M | 20 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $840M | 18 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $964M | 17 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $946M | 17 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $678M | 17 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $955M | 16 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $977M | 17 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $973M | 19 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 25 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 20 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.1B | 24 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.2B | 23 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.2B | 24 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $989.4B | 21 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 20 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.2B | 22 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.6B | 22 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.3B | 19 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.2B | 17 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.4B | 15 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $2.1B | 14 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.3B | 14 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $2.1B | 17 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.9B | 16 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.7B | 18 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.6B | 14 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.6B | 15 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.3B | 15 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.2B | 14 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $971M | 16 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.