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Hedge Funds Similar to 12 West

13F Portfolio OverlapQ1 202612 West portfolio →
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Most similar hedge funds by 13F overlap

12 West Capital Management LP is an institutional investor managing $592M across 20 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 12 West are Islander Partners,, GLYNN, DeepCurrents Investment Group, with shared positions in $RBLX, $AFRM, $SHOP, $TOST, $NET, $NU. The full ranking of 25 similar funds is below.

#1Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$RBLX$AFRM$SHOP
$308M
17 positions
#2GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$TOST$NET$RBLX$NU$CRWV$SHOP
$209M
42 positions
#3DeepCurrents Investment Group LLCPassive
Notable overlap · 4 shared positions
$RGEN$NET$SHAK$AFRM
$3.1B
142 positions
#4GILDER GAGNON HOWE & CO LLCActive
Notable overlap · 6 shared positions
$NET$TOST$SHAK$RBLX$TBBB$SHOP
$8.3B
252 positions
#5Foxhaven Asset Management, LPSmart money
Some overlap · 3 shared positions
$RBLX$AFRM$NU
$3.2B
14 positions
#6Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$AFRM$RBLX$TOST$CRWV
$550M
74 positions
#7Nikko Asset Management Americas, Inc.Active
Some overlap · 6 shared positions
$RBLX$TOST$NET$SHOP$NU$CRWV
$7.1B
186 positions
#8BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$NET$RBLX$SHOP$NU
$97.9B
271 positions
#9Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$AFRM$RBLX$SHOP
$227M
12 positions
#10Evolutionary Tree Capital Management, LLCPassive
Some overlap · 3 shared positions
$RBLX$AFRM$SHOP
$53M
26 positions
#11Capelight Capital Asset Management LPPassive
Some overlap · 3 shared positions
$NET$AFRM$ACMR
$134M
33 positions
#12ThornTree Capital Partners LPActive
Some overlap · 3 shared positions
$AFRM$SHOP$NU
$564M
16 positions
#13Durable Capital Partners LPActive
Some overlap · 4 shared positions
$AFRM$WRBY$SHOP$RBLX
$9.7B
37 positions
#14Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AFRM$RBLX$NU
$143M
96 positions
#15Strategy Capital LLCSmart money
Some overlap · 3 shared positions
$NET$SHOP$NU
$1.2B
11 positions
#16SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NET$SHOP$RBLX$NU
$25.5B
67 positions
#17Atreides Management, LPActive
Some overlap · 3 shared positions
$RBLX$AFRM$CRWV
$5.0B
54 positions
#18Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$GDS$WRBY$NU
$1.6B
52 positions
#19Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$NET$NU$SHOP
$157M
117 positions
#20NZS Capital, LLCActive
Some overlap · 4 shared positions
$TOST$SHOP$NET$NU
$3.0B
58 positions
#21ARK Investment Management LLCActive
Some overlap · 3 shared positions
$RBLX$SHOP$CRWV
$12.9B
182 positions
#22IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 4 shared positions
$RBLX$SHOP$NET$CRWV
$1.3B
290 positions
#23DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SHOP$NET$TOST$NU$CRWV
$158M
39 positions
#24Ardmore Road Asset Management LPPassive
Slight overlap · 3 shared positions
$AFRM$GDS$CRWV
$1.5B
64 positions
#25Cravens & Co Advisors, LLCActive
Slight overlap · 4 shared positions
$NET$SHOP$TOST$AFRM
$154M
64 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.