12 West Capital Management’s SharkNinja SN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-226,000	Closed	-$22.4M	–	18
2025 Q2	$22.4M	Buy	226,000 +151,000	+201%	+$13.1M	2.37%	14
2025 Q1	$6.26M	Buy	+75,000	New	+$7.64M	0.92%	16
2024 Q4	–	Sell	-145,000	Closed	-$15.8M	–	19
2024 Q3	$15.8M	Hold	145,000	–	–	1.61%	13
2024 Q2	$10.9M	Buy	145,000 +50,000	+53%	+$3.52M	1.12%	17
2024 Q1	$5.92M	Buy	+95,000	New	+$5.03M	0.53%	22

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

12 West Capital Management's SN Position: Q3 2025 in Review

12 West Capital Management sold out of SharkNinja (SN) in Q3 2025, closing a stake of 226,000 shares — an estimated $22.4M sold.

12 West Capital Management first reported a position in SN in Q1 2024 and held it in 5 quarters. The position peaked at $22.4M in Q2 2025. 414 funds tracked by Wall St. Rank hold SN as of Q3 2025.

12 West Capital Management reported no remaining SharkNinja position as of Q3 2025 after selling out during the quarter.
12 West Capital Management sold 226,000 SharkNinja shares in Q3 2025, an estimated $22.4M.
12 West Capital Management first reported a position in SharkNinja in Q1 2024 and held it in 5 quarters.
12 West Capital Management's SharkNinja position peaked at $22.4M in Q2 2025.
414 funds tracked by Wall St. Rank held SharkNinja as of Q3 2025.

Based on 12 West Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.