12 West Capital Management LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$2.4B
Holdings
15
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,554,195 | $749.9M | 31.44% | |
| 2 | TXG10X GENOMICS INC | 1,922,000 | $376.4M | 15.78% | |
| 3 | SHAKSHAKE SHACK INC | 2,164,728 | $231.7M | 9.71% | |
| 4 | RGENREPLIGEN CORP | 1,075,053 | $214.6M | 9.00% | |
| 5 | RBLXROBLOX CORP | 1,812,000 | $163.0M | 6.84% | |
| 6 | ASANASANA INC | 2,290,000 | $142.0M | 5.96% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 1,400,211 | $132.9M | 5.57% | |
| 8 | SMARGBPSMARTSHEET INC | 1,412,700 | $102.2M | 4.28% | |
| 9 | XYZSQUARE INC | 360,000 | $87.8M | 3.68% | |
| 10 | SPTSPROUT SOCIAL INC | 870,363 | $77.8M | 3.26% | |
| 11 | NETCLOUDFLARE INC | 353,200 | $37.4M | 1.57% | |
| 12 | FLT1EURFLEETCOR TECHNOLOGIES INC | 139,120 | $35.6M | 1.49% | |
| 13 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $15.1M | 0.63% | |
| 14 | —USHG ACQUISITION CORP | 1,250,000 | $12.5M | 0.53% | |
| 15 | DMTKQDERMTECH INC | 150,000 | $6.2M | 0.26% |