SEC 13F Intelligence

12 West Capital Management LP / RBLX

12 West Capital Management LP’s Roblox Corp Position

Does 12 West Capital Management LP own Roblox Corp (RBLX)? Yes950.0K shares worth $54M (+9.07% of its 13F portfolio) as of Q1 2026, down from 1.05M shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
950.0K
% of Portfolio
+9.07%
Quarters Held
21
currently held

Position History RBLX

Reported value by quarter
Q1 ’21: $75MQ1 ’21Q2 ’21: $163MQ3 ’21: $280MQ4 ’21: $429MQ4 ’21Q1 ’22: $86MQ2 ’22: $81MQ3 ’22: $101MQ3 ’22Q4 ’22: $99MQ1 ’23: $137MQ2 ’23: $97MQ2 ’23Q3 ’23: $82MQ4 ’23: $168MQ1 ’24: $61MQ1 ’24Q2 ’24: $118MQ3 ’24: $178MQ4 ’24: $119MQ4 ’24Q1 ’25: $69MQ2 ’25: $119MQ3 ’25: $148MQ3 ’25Q4 ’25: $85MQ1 ’26: $54Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026950.0K$54M+9.07%
Q4 20251.05M$85M+10.13%
Q3 20251.06M$148M+15.30%
Q2 20251.13M$119M+12.61%
Q1 20251.18M$69M+10.18%
Q4 20242.06M$119M+12.50%
Q3 20244.03M$178M+18.26%
Q2 20243.18M$118M+12.17%
Q1 20241.59M$61M+5.46%
Q4 20233.68M$168M+14.98%
Q3 20232.85M$82M+7.46%
Q2 20232.40M$97M+8.32%
Q1 20233.05M$137M+11.79%
Q4 20223.48M$99M+10.00%
Q3 20222.83M$101M+8.93%
Q2 20222.48M$81M+6.94%
Q1 20221.86M$86M+5.23%
Q4 20214.16M$429M+19.05%
Q3 20213.71M$280M+12.79%
Q2 20211.81M$163M+6.84%
Q1 20211.16M$75M+3.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of RBLX.