1
12 West Capital Management LP
Hedge Fund • Long/Short
12 West Capital Management LP is a Long/Short Hedge Fund based in New York, NY led by Joel Nmn Ramin, reporting $1.7B in AUM as of Q3 2025 with 38% Technology concentration, 87% concentrated in top 10 holdings, and 18% allocation to GDS.
Managing PartnerJoel Nmn Ramin
- Portfolio Value
- $964.1M
- Positions
- 17
- Top Holding
- GDS at 18.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 12 West Capital Management LP's portfolio (86.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $175.0M | 18.15% | -$13.3M Sold | — 4.5M shares | |
Restaurants Consumer Cyclical | $164.2M | 17.03% | +$19.7M Bought | 4.36% 1.8M shares | |
Electronic Gaming & Multimedia Technology | $147.5M | 15.30% | -$9.4M Sold | 0.15% 1.1M shares | |
Discount Stores Consumer Defensive | $91.2M | 9.46% | +$26.0M Bought | 2.95% 3.4M shares | |
Software - Infrastructure Technology | $65.1M | 6.75% | +$730.2K Bought | 0.31% 1.8M shares | |
Software - Infrastructure Technology | $50.9M | 5.28% | +$14.5M Bought | 0.61% 1.8M shares | |
Software - Application Technology | $38.6M | 4.01% | +$38.6M New | 0.23% 965.0K shares | |
Biotechnology Healthcare | $35.9M | 3.73% | — | 8.65% 12.5M shares | |
Software - Infrastructure Technology | $35.4M | 3.67% | — | 0.05% 165.0K shares | |
Restaurants Consumer Cyclical | $33.1M | 3.43% | — | 4.60% 556.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 12 West Capital Management LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+39.98% | |
+39.84% | |
+13.6% | |
+1.13% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-26.93% | |
-7.04% | |
-6.0% |
Analytics
Portfolio insights and performance metrics for 12 West Capital Management LP
GthenA