12 West Capital Management LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$972.7M

Holdings

19

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (19 positions)

#StockSharesValue% PortfolioType
1
TOSTTOAST INC
3,754,840$00.00%
2
DDOGDATADOG INC
266,500$00.00%
3
FWRGFIRST WATCH RESTAURANT GROUP
640,486$00.00%
4
PCORPROCORE TECHNOLOGIES INC
1,495,000$00.00%
5
NETCLOUDFLARE INC
165,000$00.00%
6
PPHMEURAVID BIOSERVICES INC
3,645,844$00.00%
7
KRUSKURA SUSHI USA INC
463,415$00.00%
8
OSCROSCAR HEALTH INC
186,855$00.00%
9
SESEA LTD
565,000$00.00%
10
RBLXROBLOX CORP
3,181,988$00.00%
11
SHAKSHAKE SHACK INC
1,793,099$00.00%
12
APPFAPPFOLIO INC
80,000$00.00%
13
GOGROCERY OUTLET HLDG CORP
5,450,000$00.00%
14
ENFNENFUSION INC
1,903,190$00.00%
15
GDSGDS HLDGS LTD
4,613,974$00.00%
16
MRVIMARAVAI LIFESCIENCES HLDGS I
13,211,179$00.00%
17
SNSHARKNINJA INC
145,000$00.00%
18
GRNDGRINDR INC
755,000$00.00%
19
RGENREPLIGEN CORP
252,849$00.00%