12 West Capital Management LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.1B
Holdings
17
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,988,361 | $817.3M | 39.77% | |
| 2 | TXG10X GENOMICS INC | 1,922,000 | $239.6M | 11.66% | |
| 3 | SHAKSHAKE SHACK INC | 2,802,862 | $180.7M | 8.79% | |
| 4 | SMARGBPSMARTSHEET INC | 3,537,700 | $174.8M | 8.51% | |
| 5 | RGENREPLIGEN CORP | 1,102,383 | $162.6M | 7.91% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 735,000 | $107.0M | 5.21% | |
| 7 | XYZSQUARE INC | 475,000 | $77.2M | 3.76% | |
| 8 | INSPINSPIRE MED SYS INC | 577,452 | $74.5M | 3.63% | |
| 9 | FLT1EURFLEETCOR TECHNOLOGIES INC | 300,312 | $71.5M | 3.48% | |
| 10 | —1LIFE HEALTHCARE INC | 1,399,796 | $39.7M | 1.93% | |
| 11 | FNDFLOOR & DECOR HLDGS INC | 450,163 | $33.7M | 1.64% | |
| 12 | SPTSPROUT SOCIAL INC | 794,187 | $30.6M | 1.49% | |
| 13 | APIAGORA INC | 382,195 | $16.4M | 0.80% | |
| 14 | NETCLOUDFLARE INC | 353,200 | $14.5M | 0.71% | |
| 15 | RSSSRESEARCH SOLUTIONS INC | 5,547,076 | $12.5M | 0.61% | |
| 16 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $2.1M | 0.10% | |
| 17 | DSXDIANA SHIPPING INC | 123,614 | $174K | 0.01% |