12 West Capital Management LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$989.4B
Holdings
21
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCORPROCORE TECHNOLOGIES INC | 3,495,523 | $164.9B | 16.67% | |
| 2 | GDSGDS HLDGS LTD | 6,741,559 | $139.0B | 14.05% | |
| 3 | RGENREPLIGEN CORP | 667,621 | $113.0B | 11.42% | |
| 4 | RBLXROBLOX CORP | 3,475,000 | $98.9B | 10.00% | |
| 5 | TOSTTOAST INC | 4,771,340 | $86.0B | 8.69% | |
| 6 | SMARGBPSMARTSHEET INC | 1,647,283 | $64.8B | 6.55% | |
| 7 | SHAKSHAKE SHACK INC | 1,551,981 | $64.5B | 6.51% | |
| 8 | CXMSPRINKLR INC | 6,983,268 | $57.1B | 5.77% | |
| 9 | CFLTCONFLUENT INC | 1,610,000 | $35.8B | 3.62% | |
| 10 | APPFAPPFOLIO INC | 300,000 | $31.6B | 3.20% | |
| 11 | VVVVALVOLINE INC | 890,000 | $29.1B | 2.94% | |
| 12 | SPTSPROUT SOCIAL INC | 510,313 | $28.8B | 2.91% | |
| 13 | LADLITHIA MTRS INC | 130,000 | $26.6B | 2.69% | |
| 14 | GPIGROUP 1 AUTOMOTIVE INC | 64,000 | $11.5B | 1.17% | |
| 15 | TEAMATLASSIAN CORPORATION | 77,500 | $10.0B | 1.01% | |
| 16 | NETCLOUDFLARE INC | 165,000 | $7.5B | 0.75% | |
| 17 | PIIMPINJ INC | 55,000 | $6.0B | 0.61% | |
| 18 | ANAUTONATION INC | 41,000 | $4.4B | 0.44% | |
| 19 | EPAMEPAM SYS INC | 12,000 | $3.9B | 0.40% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 14,000 | $3.7B | 0.38% | |
| 21 | GTLBGITLAB INC | 50,000 | $2.3B | 0.23% |