12 West Capital Management LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.3B
Holdings
19
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RBLXROBLOX CORP | 4,162,000 | $429.4M | 19.05% | |
| 2 | GDSGDS HLDGS LTD | 7,910,578 | $373.1M | 16.55% | |
| 3 | TXG10X GENOMICS INC | 2,004,000 | $298.5M | 13.24% | |
| 4 | RGENREPLIGEN CORP | 812,225 | $215.1M | 9.54% | |
| 5 | PCORPROCORE TECHNOLOGIES INC | 2,113,211 | $169.0M | 7.50% | |
| 6 | SHAKSHAKE SHACK INC | 1,791,589 | $129.3M | 5.74% | |
| 7 | SMARGBPSMARTSHEET INC | 1,412,700 | $109.4M | 4.85% | |
| 8 | CFLTCONFLUENT INC | 1,290,000 | $98.3M | 4.36% | |
| 9 | CXMSPRINKLR INC | 5,820,639 | $92.4M | 4.10% | |
| 10 | ASANASANA INC | 1,000,000 | $74.5M | 3.31% | |
| 11 | SPTSPROUT SOCIAL INC | 708,313 | $64.2M | 2.85% | |
| 12 | XYZBLOCK INC | 260,000 | $42.0M | 1.86% | |
| 13 | ACVAACV AUCTIONS INC | 1,964,400 | $37.0M | 1.64% | |
| 14 | FLT1EURFLEETCOR TECHNOLOGIES INC | 139,120 | $31.1M | 1.38% | |
| 15 | NETCLOUDFLARE INC | 165,000 | $21.7M | 0.96% | |
| 16 | TOSTTOAST INC | 583,380 | $20.2M | 0.90% | |
| 17 | EVCMEVERCOMMERCE INC | 1,275,000 | $20.1M | 0.89% | |
| 18 | —LONGVIEW ACQUISITION CORP II | 1,500,000 | $15.0M | 0.67% | |
| 19 | —USHG ACQUISITION CORP | 1,250,000 | $13.6M | 0.61% |