12 West Capital Management LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.1B
Holdings
20
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCORPROCORE TECHNOLOGIES INC | 3,495,523 | $173.0M | 15.26% | |
| 2 | RGENREPLIGEN CORP | 795,433 | $148.8M | 13.13% | |
| 3 | GDSGDS HLDGS LTD | 7,117,884 | $125.7M | 11.09% | |
| 4 | RBLXROBLOX CORP | 2,825,000 | $101.2M | 8.93% | |
| 5 | SMARGBPSMARTSHEET INC | 2,397,283 | $82.4M | 7.27% | |
| 6 | TOSTTOAST INC | 4,771,340 | $79.8M | 7.04% | |
| 7 | SHAKSHAKE SHACK INC | 1,691,798 | $76.1M | 6.71% | |
| 8 | CXMSPRINKLR INC | 6,983,268 | $64.4M | 5.68% | |
| 9 | SESEA LTD | 1,077,900 | $60.4M | 5.33% | |
| 10 | CFLTCONFLUENT INC | 1,810,000 | $43.0M | 3.80% | |
| 11 | SPTSPROUT SOCIAL INC | 688,313 | $41.8M | 3.68% | |
| 12 | APPFAPPFOLIO INC | 309,000 | $32.4M | 2.85% | |
| 13 | SNOWSNOWFLAKE INC | 116,200 | $19.7M | 1.74% | |
| 14 | TECHBIO-TECHNE CORP | 52,648 | $15.0M | 1.32% | |
| 15 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $14.7M | 1.30% | |
| 16 | EVCMEVERCOMMERCE INC | 1,275,000 | $13.9M | 1.23% | |
| 17 | —USHG ACQUISITION CORP | 1,250,000 | $12.3M | 1.09% | |
| 18 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,925,000 | $11.2M | 0.99% | |
| 19 | NETCLOUDFLARE INC | 165,000 | $9.1M | 0.81% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $8.6M | 0.76% |