12 West Capital Management LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.6B
Holdings
22
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 7,339,990 | $288.1M | 17.51% | |
| 2 | TXG10X GENOMICS INC | 2,518,500 | $191.6M | 11.65% | |
| 3 | PCORPROCORE TECHNOLOGIES INC | 3,208,211 | $185.9M | 11.30% | |
| 4 | RGENREPLIGEN CORP | 813,157 | $152.9M | 9.30% | |
| 5 | SHAKSHAKE SHACK INC | 1,777,807 | $120.7M | 7.34% | |
| 6 | SESEA LTD | 827,900 | $99.2M | 6.03% | |
| 7 | RBLXROBLOX CORP | 1,860,000 | $86.0M | 5.23% | |
| 8 | CXMSPRINKLR INC | 6,970,000 | $82.9M | 5.04% | |
| 9 | SMARGBPSMARTSHEET INC | 1,412,700 | $77.4M | 4.70% | |
| 10 | CFLTCONFLUENT INC | 1,810,000 | $74.2M | 4.51% | |
| 11 | TOSTTOAST INC | 3,313,471 | $72.0M | 4.38% | |
| 12 | SPTSPROUT SOCIAL INC | 523,313 | $41.9M | 2.55% | |
| 13 | FLT1EURFLEETCOR TECHNOLOGIES INC | 139,120 | $34.6M | 2.11% | |
| 14 | ASANASANA INC | 790,000 | $31.6M | 1.92% | |
| 15 | NETCLOUDFLARE INC | 165,000 | $19.8M | 1.20% | |
| 16 | EVCMEVERCOMMERCE INC | 1,275,000 | $16.8M | 1.02% | |
| 17 | NCNONCINO INC | 400,000 | $16.4M | 1.00% | |
| 18 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $14.7M | 0.89% | |
| 19 | —USHG ACQUISITION CORP | 1,250,000 | $13.1M | 0.79% | |
| 20 | AMPLAMPLITUDE INC | 625,000 | $11.5M | 0.70% | |
| 21 | APPFAPPFOLIO INC | 85,000 | $9.6M | 0.59% | |
| 22 | ENFNENFUSION INC | 300,000 | $3.8M | 0.23% |