12 West Capital Management LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$2.1B
Holdings
14
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,764,172 | $791.8M | 37.73% | |
| 2 | TXG10X GENOMICS INC | 1,922,000 | $347.9M | 16.58% | |
| 3 | SHAKSHAKE SHACK INC | 2,246,039 | $253.3M | 12.07% | |
| 4 | RGENREPLIGEN CORP | 1,091,807 | $212.3M | 10.12% | |
| 5 | SMARGBPSMARTSHEET INC | 1,412,700 | $90.3M | 4.30% | |
| 6 | XYZSQUARE INC | 360,000 | $81.7M | 3.90% | |
| 7 | RBLXROBLOX CORP | 1,160,000 | $75.2M | 3.58% | |
| 8 | ASANASANA INC | 2,290,000 | $65.4M | 3.12% | |
| 9 | SPTSPROUT SOCIAL INC | 870,363 | $50.3M | 2.40% | |
| 10 | —1LIFE HEALTHCARE INC | 1,029,796 | $40.2M | 1.92% | |
| 11 | FLT1EURFLEETCOR TECHNOLOGIES INC | 139,377 | $37.4M | 1.78% | |
| 12 | NETCLOUDFLARE INC | 353,200 | $24.8M | 1.18% | |
| 13 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $15.1M | 0.72% | |
| 14 | —USHG ACQUISITION CORP | 1,250,000 | $12.6M | 0.60% |