12 West Capital Management LP / TOST
12 West Capital Management LP’s Toast Inc Position
Does 12 West Capital Management LP own Toast Inc (TOST)? Yes — 1.25M shares worth $33M (+5.58% of its 13F portfolio) as of Q1 2026, down from 1.85M shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
1.25M
% of Portfolio
+5.58%
Quarters Held
18
currently held
Position History TOST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.25M | $33M | +5.58% |
| Q4 2025 | 1.85M | $66M | +7.81% |
| Q3 2025 | 1.78M | $65M | +6.75% |
| Q2 2025 | 1.76M | $78M | +8.26% |
| Q1 2025 | 1.76M | $58M | +8.63% |
| Q4 2024 | 3.07M | $112M | +11.74% |
| Q3 2024 | 3.75M | $106M | +10.88% |
| Q2 2024 | 3.75M | $97M | +9.95% |
| Q1 2024 | 3.77M | $94M | +8.48% |
| Q4 2023 | 5.77M | $105M | +9.38% |
| Q3 2023 | 3.77M | $71M | +6.40% |
| Q2 2023 | 3.77M | $85M | +7.31% |
| Q1 2023 | 3.27M | $58M | +4.99% |
| Q4 2022 | 4.77M | $86M | +8.69% |
| Q3 2022 | 4.77M | $80M | +7.04% |
| Q2 2022 | 3.31M | $43M | +3.65% |
| Q1 2022 | 3.31M | $72M | +4.38% |
| Q4 2021 | 583.4K | $20M | +0.90% |
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 TOST.