12 West Capital Management LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.1T
Holdings
20
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCORPROCORE TECHNOLOGIES INC | 2,650,000 | $183.4B | 16.32% | |
| 2 | RBLXROBLOX CORP | 3,681,988 | $168.3B | 14.98% | |
| 3 | SHAKSHAKE SHACK INC | 1,964,884 | $145.6B | 12.96% | |
| 4 | TOSTTOAST INC | 5,771,340 | $105.4B | 9.38% | |
| 5 | MRVIMARAVAI LIFESCIENCES HLDGS I | 11,602,988 | $76.0B | 6.76% | |
| 6 | RGENREPLIGEN CORP | 368,245 | $66.2B | 5.89% | |
| 7 | SESEA LTD | 200,000 | $64.8B | 5.76% | Call |
| 8 | DDOGDATADOG INC | 451,500 | $54.8B | 4.88% | |
| 9 | GDSGDS HLDGS LTD | 5,057,593 | $46.1B | 4.10% | |
| 10 | SMARGBPSMARTSHEET INC | 912,283 | $43.6B | 3.88% | |
| 11 | KRUSKURA SUSHI USA INC | 463,415 | $35.2B | 3.13% | |
| 12 | ISRGINTUITIVE SURGICAL INC | 101,000 | $34.1B | 3.03% | |
| 13 | APPFAPPFOLIO INC | 125,000 | $21.7B | 1.93% | |
| 14 | GOGROCERY OUTLET HLDG CORP | 750,000 | $20.2B | 1.80% | |
| 15 | ENFNENFUSION INC | 1,903,190 | $18.5B | 1.64% | |
| 16 | NETCLOUDFLARE INC | 165,000 | $13.7B | 1.22% | |
| 17 | FWRGFIRST WATCH RESTAURANT GROUP | 535,000 | $10.8B | 0.96% | |
| 18 | TRUPTRUPANION INC | 300,000 | $9.2B | 0.81% | |
| 19 | LZLEGALZOOM COM INC | 450,000 | $5.1B | 0.45% | |
| 20 | GRNDGRINDR INC | 755,000 | $1.4B | 0.12% |