12 West Capital Management’s Kura Sushi USA KRUS Stock Holding History

12 West Capital Management’s Portfolio KRUS Stock Details KRUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Sell	175,000 -271,415	-61%	-$14.8M	1.88%	13
2026 Q1	$31.2M	Sell	446,415 -95,000	-18%	-$6.37M	5.26%	6
2025 Q4	$28.3M	Sell	541,415 -15,000	-3%	-$818K	3.37%	10
2025 Q3	$33.1M	Hold	556,415	–	–	3.43%	10
2025 Q2	$47.9M	Hold	556,415	–	–	5.07%	6
2025 Q1	$28.5M	Hold	556,415	–	–	4.2%	7
2024 Q4	$50.4M	Buy	556,415 +63,000	+13%	+$5.89M	5.28%	6
2024 Q3	$39.7M	Buy	493,415 +30,000	+6%	+$1.91M	4.07%	7
2024 Q2	$29.2M	Hold	463,415	–	–	3.01%	11
2024 Q1	$53.4M	Hold	463,415	–	–	4.81%	7
2023 Q4	$35.2M	Hold	463,415	–	–	3.13%	11
2023 Q3	$30.6M	Hold	463,415	–	–	2.78%	15
2023 Q2	$43.1M	Buy	463,415 +448,415	+2,989%	+$33.1M	3.7%	13
2023 Q1	$988K	Buy	+15,000	New	+$902K	0.08%	23

Other funds holding KRUS

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

12 West Capital Management's KRUS Position: Q2 2026 in Review

12 West Capital Management reduced its Kura Sushi USA (KRUS) stake by 61% in Q2 2026, selling an estimated $14.8M and leaving 175,000 shares worth $10.1M. The position accounts for 1.88% of the portfolio, ranked #13.

12 West Capital Management first reported a position in KRUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $53.4M in Q1 2024. 148 funds tracked by Wall St. Rank hold KRUS as of Q2 2026.

12 West Capital Management held 175,000 shares of Kura Sushi USA worth $10.1M as of Q2 2026.
12 West Capital Management sold 271,415 Kura Sushi USA shares in Q2 2026, an estimated $14.8M.
Kura Sushi USA made up 1.88% of 12 West Capital Management's portfolio in Q2 2026, its #13 holding.
12 West Capital Management first reported a position in Kura Sushi USA in Q1 2023 and has held it in 14 quarters since.
12 West Capital Management's Kura Sushi USA position peaked at $53.4M in Q1 2024.
148 funds tracked by Wall St. Rank held Kura Sushi USA as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.