12 West Capital Management LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$2.2B
Holdings
17
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 8,187,740 | $463.5M | 21.14% | |
| 2 | RGENREPLIGEN CORP | 1,021,641 | $295.2M | 13.47% | |
| 3 | RBLXROBLOX CORP | 3,712,000 | $280.4M | 12.79% | |
| 4 | TXG10X GENOMICS INC | 1,922,000 | $279.8M | 12.76% | |
| 5 | SHAKSHAKE SHACK INC | 2,058,912 | $161.5M | 7.37% | |
| 6 | ASANASANA INC | 1,400,000 | $145.4M | 6.63% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 1,383,000 | $123.6M | 5.64% | |
| 8 | SMARGBPSMARTSHEET INC | 1,412,700 | $97.2M | 4.43% | |
| 9 | SPTSPROUT SOCIAL INC | 708,313 | $86.4M | 3.94% | |
| 10 | XYZSQUARE INC | 360,000 | $86.3M | 3.94% | |
| 11 | CXMSPRINKLR INC | 2,302,795 | $40.3M | 1.84% | |
| 12 | NETCLOUDFLARE INC | 353,200 | $39.8M | 1.81% | |
| 13 | FLT1EURFLEETCOR TECHNOLOGIES INC | 139,120 | $36.3M | 1.66% | |
| 14 | EVCMEVERCOMMERCE INC | 1,275,000 | $21.0M | 0.96% | |
| 15 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $15.2M | 0.69% | |
| 16 | —USHG ACQUISITION CORP | 1,250,000 | $12.5M | 0.57% | |
| 17 | FIVNFIVE9 INC | 50,000 | $8.0M | 0.36% |