12 West Capital Management’s Maravai LifeSciences MRVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.1M	Sell	7,060,195 -200,000	-3%	-$863K	8.24%	5
2026 Q1	$20.5M	Sell	7,260,195 -1,661,140	-19%	-$5.63M	3.47%	12
2025 Q4	$29M	Sell	8,921,335 -3,600,000	-29%	-$12.1M	3.45%	9
2025 Q3	$35.9M	Hold	12,521,335	–	–	3.73%	8
2025 Q2	$30.2M	Hold	12,521,335	–	–	3.19%	10
2025 Q1	$27.7M	Buy	12,521,335 +930,000	+8%	+$3.67M	4.08%	8
2024 Q4	$63.2M	Sell	11,591,335 -2,419,844	-17%	-$15.6M	6.62%	5
2024 Q3	$116M	Buy	14,011,179 +800,000	+6%	+$6.92M	11.91%	3
2024 Q2	$94.6M	Buy	13,211,179 +8,191	+0.1%	+$70.7K	9.72%	6
2024 Q1	$114M	Buy	13,202,988 +1,600,000	+14%	+$10.8M	10.32%	3
2023 Q4	$76M	Buy	11,602,988 +5,139,877	+80%	+$33.2M	6.76%	5
2023 Q3	$64.6M	Buy	6,463,111 +3,101,275	+92%	+$34.1M	5.85%	7
2023 Q2	$41.8M	Buy	3,361,836 +793,066	+31%	+$10.7M	3.59%	14
2023 Q1	$36M	Buy	+2,568,770	New	+$36.9M	3.09%	11

Other funds holding MRVI

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

12 West Capital Management reduced its Maravai LifeSciences (MRVI) stake by 2.8% in Q2 2026, selling an estimated $863K and leaving 7,060,195 shares worth $44.1M. The position accounts for 8.24% of the portfolio, ranked #5.

12 West Capital Management first reported a position in MRVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $116M in Q3 2024. 178 funds tracked by Wall St. Rank hold MRVI as of Q2 2026.

12 West Capital Management held 7,060,195 shares of Maravai LifeSciences worth $44.1M as of Q2 2026.
12 West Capital Management sold 200,000 Maravai LifeSciences shares in Q2 2026, an estimated $863K.
Maravai LifeSciences made up 8.24% of 12 West Capital Management's portfolio in Q2 2026, its #5 holding.
12 West Capital Management first reported a position in Maravai LifeSciences in Q1 2023 and has held it in 14 quarters since.
12 West Capital Management's Maravai LifeSciences position peaked at $116M in Q3 2024.
178 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q2 2026.

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