12 West Capital Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.2T
Holdings
24
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRUSKURA SUSHI USA INC | 15,000 | $987.6M | 0.08% | |
| 2 | GRNDGRINDR INC | 755,000 | $672.0M | 0.06% | |
| 3 | PCORPROCORE TECHNOLOGIES INC | 3,500,000 | $219K | 0.00% | |
| 4 | RBLXROBLOX CORP | 3,050,000 | $137K | 0.00% | |
| 5 | GDSGDS HLDGS LTD | 6,221,854 | $116K | 0.00% | |
| 6 | RGENREPLIGEN CORP | 571,145 | $96K | 0.00% | |
| 7 | SMARGBPSMARTSHEET INC | 1,647,283 | $78K | 0.00% | |
| 8 | SHAKSHAKE SHACK INC | 1,350,731 | $74K | 0.00% | |
| 9 | TOSTTOAST INC | 3,271,340 | $58K | 0.00% | |
| 10 | CFLTCONFLUENT INC | 2,155,000 | $51K | 0.00% | |
| 11 | CXMSPRINKLR INC | 3,500,000 | $45K | 0.00% | |
| 12 | APPFAPPFOLIO INC | 300,000 | $37K | 0.00% | |
| 13 | MRVIMARAVAI LIFESCIENCES HLDGS I | 2,568,770 | $35K | 0.00% | |
| 14 | LADLITHIA MTRS INC | 150,500 | $34K | 0.00% | |
| 15 | DDOGDATADOG INC | 451,500 | $32K | 0.00% | |
| 16 | VVVVALVOLINE INC | 890,000 | $31K | 0.00% | |
| 17 | GRNDGRINDR INC | 4,675,726 | $29K | 0.00% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 101,000 | $25K | 0.00% | |
| 19 | GPIGROUP 1 AUTOMOTIVE INC | 64,000 | $14K | 0.00% | |
| 20 | TRUPTRUPANION INC | 300,000 | $12K | 0.00% | |
| 21 | ENFNENFUSION INC | 1,050,000 | $11K | 0.00% | |
| 22 | NETCLOUDFLARE INC | 165,000 | $10K | 0.00% | |
| 23 | GOGROCERY OUTLET HLDG CORP | 200,000 | $5K | 0.00% | |
| 24 | EPAMEPAM SYS INC | 12,000 | $3K | 0.00% |