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Hedge Funds Similar to 12 West

13F Portfolio OverlapQ2 202612 West portfolio →
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Most similar hedge funds by 13F overlap

12 West Capital Management LP is an institutional investor managing $535M across 18 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 12 West are GILDER GAGNON HOWE, GLYNN, DeepCurrents Investment Group, with shared positions in $NET, $TOST, $SHOP, $TBBB, $AFRM, $ENPH. The full ranking of 25 similar funds is below.

#1GILDER GAGNON HOWE & CO LLCPassive
Notable overlap · 7 shared positions
$NET$TOST$SHOP$TBBB$AFRM$ENPH
$9.7B
274 positions
#2GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$RBLX$NET$TOST$SHOP
$363M
43 positions
#3DeepCurrents Investment Group LLCPassive
Notable overlap · 4 shared positions
$RGEN$NET$SHAK$ON
$3.3B
143 positions
#4DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$RBLX$SHOP$NET$NU
$220M
35 positions
#5ThornTree Capital Partners LPActive
Some overlap · 3 shared positions
$AFRM$SHOP$NU
$731M
19 positions
#6Philosophy Capital Management LLCActive
Some overlap · 3 shared positions
$TOST$GDS$MRVI
$2.1B
46 positions
#7Nikko Asset Management Americas, Inc.Passive
Some overlap · 5 shared positions
$RBLX$TOST$NET$SHOP$NU
$7.7B
276 positions
#8Strategy Capital LLCSmart money
Some overlap · 3 shared positions
$NET$SHOP$NU
$1.6B
11 positions
#9Livet Wealth, LLCActive
Some overlap · 3 shared positions
$NET$SHOP$NU
$173M
122 positions
#10BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$NET$SHOP$RBLX$NU
$110.2B
273 positions
#11ZAZOVE ASSOCIATES LLCActive
Some overlap · 3 shared positions
$RGEN$AFRM$ON
$1.2B
151 positions
#12SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NET$SHOP$NU
$26.9B
71 positions
#13Slate Path Capital LPActive
Some overlap · 4 shared positions
$RBLX$ENPH$ON$GDS
$7.2B
40 positions
#14NZS Capital, LLCActive
Some overlap · 5 shared positions
$TOST$SHOP$NET$ON$NU
$3.9B
61 positions
#15Delta Global Management LPPassive
Some overlap · 3 shared positions
$TOST$NET$ON
$922M
149 positions
#16Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$NET$SHOP$AFRM
$819M
339 positions
#17CAMPBELL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$TOST$SHOP$NU
$279M
37 positions
#18Foxhaven Asset Management, LPActive
Some overlap · 3 shared positions
$AFRM$NU$SHOP
$3.7B
16 positions
#19IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 3 shared positions
$RBLX$SHOP$NET
$1.6B
289 positions
#20Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 3 shared positions
$TOST$ON$NET
$249M
151 positions
#21Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$TOST$ENPH$ON
$63M
54 positions
#22SSI INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ON$NET$AFRM
$1.7B
248 positions
#23Cravens & Co Advisors, LLCActive
Slight overlap · 3 shared positions
$NET$AFRM$SHOP
$149M
67 positions
#24Allen Investment Management, LLCActive
Slight overlap · 3 shared positions
$NET$SHOP$NU
$8.4B
227 positions
#25Stonekeep Investments, LLCActive
Slight overlap · 3 shared positions
$RBLX$NET$SHOP
$172M
81 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.