12 West Capital Management LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$2.3B
Holdings
14
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,988,361 | $935.3M | 40.18% | |
| 2 | TXG10X GENOMICS INC | 1,922,000 | $272.2M | 11.69% | |
| 3 | SMARGBPSMARTSHEET INC | 3,537,700 | $245.1M | 10.53% | |
| 4 | SHAKSHAKE SHACK INC | 2,802,862 | $237.6M | 10.21% | |
| 5 | RGENREPLIGEN CORP | 1,102,383 | $211.3M | 9.07% | |
| 6 | XYZSQUARE INC | 475,000 | $103.4M | 4.44% | |
| 7 | ALNYALNYLAM PHARMACEUTICALS INC | 735,000 | $95.5M | 4.10% | |
| 8 | FLT1EURFLEETCOR TECHNOLOGIES INC | 300,312 | $81.9M | 3.52% | |
| 9 | SPTSPROUT SOCIAL INC | 1,028,716 | $46.7M | 2.01% | |
| 10 | —1LIFE HEALTHCARE INC | 1,029,796 | $45.0M | 1.93% | |
| 11 | NETCLOUDFLARE INC | 353,200 | $26.8M | 1.15% | |
| 12 | UPSTUPSTART HLDGS INC | 350,000 | $14.3M | 0.61% | |
| 13 | RSSSRESEARCH SOLUTIONS INC | 5,398,476 | $12.6M | 0.54% | |
| 14 | DSXDIANA SHIPPING INC | 123,614 | $239K | 0.01% |