12 West Capital Management LP: HEARTFLOW INC (HTFL): Quarterly 13F Position History
As of Q2 2026, 12 West Capital Management LP reported 902,500 shares of HEARTFLOW INC (HTFL), worth $26.5M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: + 262,500 (+41.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 902,500Shares Held (Latest Filing)
- $26.5MReported Market Value (Latest Filing)
- 5.0%Portfolio Weight (% of 13F Equity Book)
- +262,500Quarter-over-Quarter Share Change
- +$10.9MQuarter-over-Quarter Value Change
- 902,500Peak Reported Shares (Historical)
Recent initiation: 12 West Capital Management LP first reported HTFL on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 902,500 | +262,500 | +41.0% | $26.5M | 5.0% | $29.3 |
| Q1 2026 | 640,000 | – | – | $15.6M | 2.6% | $24.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did 12 West Capital Management LP first disclose a HTFL position in 13F-HR filings?
12 West Capital Management LP first reported HEARTFLOW INC (HTFL) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in HTFL?
Between Q1 2026 and Q2 2026, 12 West Capital Management LP added 262,500 shares of HTFL (+41.0%), bringing the total reported position to 902,500 shares at a market value of $26.5M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in HTFL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.