12 West Capital Management as of Dec. 31, 2020
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 14 positions in its portfolio as reported in 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 | 3.5 | $82M | 300k | 272.83 | |
Sprout Social Com Cl A (SPT) | 2.0 | $47M | 1.0M | 45.41 | |
1life Healthcare | 1.9 | $45M | 1.0M | 43.65 | |
Cloudflare Cl A Com (NET) | 1.2 | $27M | 353k | 75.99 | |
Upstart Hldgs (UPST) | 0.6 | $14M | 350k | 40.75 | |
Research Solutions (RSSS) | 0.5 | $13M | 5.4M | 2.33 | |
Diana Shipping (DSX) | 0.0 | $239k | 124k | 1.93 |