12 West Capital Management as of Sept. 30, 2021
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 21.1 | $464M | 8.2M | 56.61 | |
| Repligen Corporation (RGEN) | 13.5 | $295M | 1.0M | 288.99 | |
| Roblox Corp Cl A (RBLX) | 12.8 | $280M | 3.7M | 75.55 | |
| 10x Genomics Cl A Com (TXG) | 12.8 | $280M | 1.9M | 145.58 | |
| Shake Shack Cl A (SHAK) | 7.4 | $162M | 2.1M | 78.46 | |
| Asana Cl A (ASAN) | 6.6 | $145M | 1.4M | 103.84 | |
| Procore Technologies (PCOR) | 5.6 | $124M | 1.4M | 89.34 | |
| Smartsheet Com Cl A (SMAR) | 4.4 | $97M | 1.4M | 68.82 | |
| Sprout Social Com Cl A (SPT) | 3.9 | $86M | 708k | 121.95 | |
| Square Cl A (SQ) | 3.9 | $86M | 360k | 239.84 | |
| Sprinklr Cl A (CXM) | 1.8 | $40M | 2.3M | 17.50 | |
| Cloudflare Cl A Com (NET) | 1.8 | $40M | 353k | 112.65 | |
| FleetCor Technologies | 1.7 | $36M | 139k | 261.27 | |
| Evercommerce (EVCM) | 1.0 | $21M | 1.3M | 16.49 | |
| Longview Acquisition Corp Ii Unit 99/99/9999 | 0.7 | $15M | 1.5M | 10.14 | |
| Ushg Acquisition Corp Unit 99/99/9999 | 0.6 | $13M | 1.3M | 9.96 | |
| Five9 (FIVN) | 0.4 | $8.0M | 50k | 159.74 |
