12 West Capital Management

Latest statistics and disclosures from 12 West Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GDS, TXG, SMAR, SHAK, RGEN, and represent 81.68% of 12 West Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: UPST (+$14M), SPT (+$11M).
  • Started 1 new stock positions in UPST.
  • Reduced shares in these 6 stocks: INSP (-$75M), FND (-$34M), API (-$16M), ONEM (-$16M), ATRA, RSSS.
  • Sold out of its positions in API, ATRA, FND, INSP.
  • 12 West Capital Management was a net seller of stock by $-118M.
  • 12 West Capital Management has $2.3B in assets under management (AUM), dropping by 13.28%.
  • Central Index Key (CIK): 0001540531

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Portfolio Holdings for 12 West Capital Management

Companies in the 12 West Capital Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
GDS HLDGS Sponsored Ads (GDS) 40.2 $935M 10M 93.64
10x Genomics Cl A Com (TXG) 11.7 $272M 1.9M 141.60
Smartsheet Com Cl A (SMAR) 10.5 $245M 3.5M 69.29
Shake Shack Cl A (SHAK) 10.2 $238M 2.8M 84.78
Repligen Corporation (RGEN) 9.1 $211M 1.1M 191.63
Square Cl A (SQ) 4.4 $103M 475k 217.64
Alnylam Pharmaceuticals (ALNY) 4.1 $96M 735k 129.97
FleetCor Technologies (FLT) 3.5 $82M 300k 272.83
Sprout Social Com Cl A (SPT) 2.0 $47M +29% 1.0M 45.41
1life Healthcare (ONEM) 1.9 $45M -26% 1.0M 43.65
Cloudflare Cl A Com (NET) 1.2 $27M 353k 75.99
Upstart Hldgs (UPST) 0.6 $14M NEW 350k 40.75
Research Solutions (RSSS) 0.5 $13M -2% 5.4M 2.33
Diana Shipping (DSX) 0.0 $239k 124k 1.93

Past Filings by 12 West Capital Management

SEC 13F filings are viewable for 12 West Capital Management going back to 2012

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