12 West Capital Management LP: MARAVAI LIFESCIENCES HLDGS I (MRVI): Quarterly 13F Position History
As of Q2 2026, 12 West Capital Management LP reported 7,060,195 shares of MARAVAI LIFESCIENCES HLDGS I (MRVI), worth $44.1M and representing 8.2% of its 13F equity book. Quarter-over-quarter share count change: 200,000 (-2.8%) . The position first appeared in Q1 2023 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 7,060,195Shares Held (Latest Filing)
- $44.1MReported Market Value (Latest Filing)
- 8.2%Portfolio Weight (% of 13F Equity Book)
- 200,000Quarter-over-Quarter Share Change
- +$23.5MQuarter-over-Quarter Value Change
- 14,011,179Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,060,195 | 200,000 | -2.8% | $44.1M | 8.2% | $6.2 |
| Q1 2026 | 7,260,195 | 1,661,140 | -18.6% | $20.5M | 3.5% | $2.8 |
| Q4 2025 | 8,921,335 | 3,600,000 | -28.8% | $29.0M | 3.5% | $3.3 |
| Q3 2025 | 12,521,335 | 0 | – | $35.9M | 3.7% | $2.9 |
| Q2 2025 | 12,521,335 | 0 | – | $30.2M | 3.2% | $2.4 |
| Q1 2025 | 12,521,335 | +930,000 | +8.0% | $27.7M | 4.1% | $2.2 |
| Q4 2024 | 11,591,335 | 2,419,844 | -17.3% | $63.2M | 6.6% | $5.5 |
| Q3 2024 | 14,011,179 | +800,000 | +6.1% | $116.4M | 11.9% | $8.3 |
| Q2 2024 | 13,211,179 | +8,191 | +0.1% | $94.6M | 9.7% | $7.2 |
| Q1 2024 | 13,202,988 | +1,600,000 | +13.8% | $114.5M | 10.4% | $8.7 |
| Q4 2023 | 11,602,988 | +5,139,877 | +79.5% | $76.0M | 7.2% | $6.5 |
| Q3 2023 | 6,463,111 | +3,101,275 | +92.2% | $64.6M | 5.9% | $10.0 |
| Q2 2023 | 3,361,836 | +793,066 | +30.9% | $41.8M | 3.6% | $12.4 |
| Q1 2023 | 2,568,770 | – | – | $36.0M | 3.1% | $14.0 |
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 MRVI position in 13F-HR filings?
12 West Capital Management LP first reported MARAVAI LIFESCIENCES HLDGS I (MRVI) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in MRVI?
Between Q1 2026 and Q2 2026, 12 West Capital Management LP reduced its MRVI position by 200,000 shares (-2.8%), leaving 7,060,195 shares at a market value of $44.1M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in MRVI?
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.