12 West Capital Management LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.2T
Holdings
23
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCORPROCORE TECHNOLOGIES INC | 3,500,000 | $227.7B | 19.55% | |
| 2 | RBLXROBLOX CORP | 2,405,000 | $96.9B | 8.32% | |
| 3 | TOSTTOAST INC | 3,771,340 | $85.1B | 7.31% | |
| 4 | CFLTCONFLUENT INC | 2,155,000 | $76.1B | 6.53% | |
| 5 | SHAKSHAKE SHACK INC | 910,811 | $70.8B | 6.08% | |
| 6 | RGENREPLIGEN CORP | 480,498 | $68.0B | 5.83% | |
| 7 | SMARGBPSMARTSHEET INC | 1,647,283 | $63.0B | 5.41% | |
| 8 | GDSGDS HLDGS LTD | 5,085,804 | $55.9B | 4.80% | |
| 9 | APPFAPPFOLIO INC | 300,000 | $51.6B | 4.43% | |
| 10 | DDOGDATADOG INC | 501,500 | $49.3B | 4.23% | |
| 11 | CXMSPRINKLR INC | 3,500,000 | $48.4B | 4.15% | |
| 12 | LADLITHIA MTRS INC | 150,500 | $45.8B | 3.93% | |
| 13 | KRUSKURA SUSHI USA INC | 463,415 | $43.1B | 3.70% | |
| 14 | MRVIMARAVAI LIFESCIENCES HLDGS I | 3,361,836 | $41.8B | 3.59% | |
| 15 | SRADSPORTRADAR GROUP AG | 2,728,370 | $35.2B | 3.02% | |
| 16 | ISRGINTUITIVE SURGICAL INC | 101,000 | $34.5B | 2.96% | |
| 17 | ENFNENFUSION INC | 1,903,190 | $21.4B | 1.83% | |
| 18 | GPIGROUP 1 AUTOMOTIVE INC | 64,000 | $16.5B | 1.42% | |
| 19 | NETCLOUDFLARE INC | 165,000 | $10.8B | 0.93% | |
| 20 | GRNDGRINDR INC | 1,898,259 | $10.5B | 0.90% | |
| 21 | GOGROCERY OUTLET HLDG CORP | 200,000 | $6.1B | 0.53% | |
| 22 | TRUPTRUPANION INC | 300,000 | $5.9B | 0.51% | |
| 23 | GRNDGRINDR INC | 755,000 | $528.5M | 0.05% |