12 West Capital Management as of Dec. 31, 2021
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Roblox Corp Cl A (RBLX) | 19.0 | $429M | 4.2M | 103.16 | |
GDS HLDGS Sponsored Ads (GDS) | 16.6 | $373M | 7.9M | 47.16 | |
10x Genomics Cl A Com (TXG) | 13.2 | $299M | 2.0M | 148.96 | |
Repligen Corporation (RGEN) | 9.5 | $215M | 812k | 264.84 | |
Procore Technologies (PCOR) | 7.5 | $169M | 2.1M | 79.97 | |
Shake Shack Cl A (SHAK) | 5.7 | $129M | 1.8M | 72.16 | |
Smartsheet Com Cl A (SMAR) | 4.9 | $109M | 1.4M | 77.45 | |
Confluent Class A Com (CFLT) | 4.4 | $98M | 1.3M | 76.24 | |
Sprinklr Cl A (CXM) | 4.1 | $92M | 5.8M | 15.87 | |
Asana Cl A (ASAN) | 3.3 | $75M | 1.0M | 74.55 | |
Sprout Social Com Cl A (SPT) | 2.8 | $64M | 708k | 90.69 | |
Block Cl A (SQ) | 1.9 | $42M | 260k | 161.51 | |
Acv Auctions Com Cl A (ACVA) | 1.6 | $37M | 2.0M | 18.84 | |
FleetCor Technologies | 1.4 | $31M | 139k | 223.84 | |
Cloudflare Cl A Com (NET) | 1.0 | $22M | 165k | 131.50 | |
Toast Cl A (TOST) | 0.9 | $20M | 583k | 34.71 | |
Evercommerce (EVCM) | 0.9 | $20M | 1.3M | 15.75 | |
Longview Acquisition Corp Ii Unit 99/99/9999 | 0.7 | $15M | 1.5M | 10.01 | |
Ushg Acquisition Corp Unit 99/99/9999 | 0.6 | $14M | 1.3M | 10.91 |