12 West Capital Management LP Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$1.1B

Holdings

24

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
TOSTTOAST INC
3,771,340$00.00%
2
DDOGDATADOG INC
266,500$00.00%
3
FWRGFIRST WATCH RESTAURANT GROUP
640,486$00.00%
4
LPLALPL FINL HLDGS INC
30,300$00.00%
5
ISRGINTUITIVE SURGICAL INC
90,000$00.00%
6
PCORPROCORE TECHNOLOGIES INC
1,970,000$00.00%
7
NETCLOUDFLARE INC
165,000$00.00%
8
PPHMEURAVID BIOSERVICES INC
2,750,000$00.00%
9
KRUSKURA SUSHI USA INC
463,415$00.00%
10
OSCROSCAR HEALTH INC
186,855$00.00%
11
SESEA LTD
765,000$00.00%Call
12
RBLXROBLOX CORP
1,586,988$00.00%
13
SHAKSHAKE SHACK INC
1,793,099$00.00%
14
APPFAPPFOLIO INC
125,000$00.00%
15
EPAMEPAM SYS INC
65,000$00.00%
16
GOGROCERY OUTLET HLDG CORP
3,625,000$00.00%
17
ENFNENFUSION INC
1,903,190$00.00%
18
GDSGDS HLDGS LTD
4,613,974$00.00%
19
VSCOVICTORIAS SECRET AND CO
275,000$00.00%
20
MRVIMARAVAI LIFESCIENCES HLDGS I
13,202,988$00.00%
21
SNSHARKNINJA INC
95,000$00.00%
22
GRNDGRINDR INC
755,000$00.00%
23
RGENREPLIGEN CORP
252,849$00.00%
24
CSGPCOSTAR GROUP INC
65,000$00.00%