12 West Capital Management LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.2B
Holdings
22
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 7,336,311 | $245.0M | 20.87% | |
| 2 | PCORPROCORE TECHNOLOGIES INC | 3,495,523 | $158.7M | 13.52% | |
| 3 | RGENREPLIGEN CORP | 812,863 | $132.0M | 11.25% | |
| 4 | RBLXROBLOX CORP | 2,480,000 | $81.5M | 6.94% | |
| 5 | CXMSPRINKLR INC | 7,413,268 | $74.9M | 6.39% | |
| 6 | SESEA LTD | 1,077,900 | $72.1M | 6.14% | |
| 7 | SHAKSHAKE SHACK INC | 1,776,382 | $70.1M | 5.98% | |
| 8 | TXG10X GENOMICS INC | 1,249,646 | $56.5M | 4.82% | |
| 9 | SMARGBPSMARTSHEET INC | 1,612,700 | $50.7M | 4.32% | |
| 10 | SPTSPROUT SOCIAL INC | 798,313 | $46.4M | 3.95% | |
| 11 | TOSTTOAST INC | 3,313,471 | $42.9M | 3.65% | |
| 12 | CFLTCONFLUENT INC | 1,810,000 | $42.1M | 3.58% | |
| 13 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $14.6M | 1.24% | |
| 14 | —USHG ACQUISITION CORP | 1,250,000 | $12.4M | 1.06% | |
| 15 | NCNONCINO INC | 400,000 | $12.4M | 1.05% | |
| 16 | EVCMEVERCOMMERCE INC | 1,275,000 | $11.5M | 0.98% | |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $9.4M | 0.80% | |
| 18 | SNOWSNOWFLAKE INC | 62,000 | $8.6M | 0.73% | |
| 19 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,925,000 | $8.5M | 0.72% | |
| 20 | APPFAPPFOLIO INC | 90,000 | $8.2M | 0.70% | |
| 21 | AFRMAFFIRM HLDGS INC | 450,000 | $8.1M | 0.69% | |
| 22 | NETCLOUDFLARE INC | 165,000 | $7.2M | 0.62% |