12 West Capital Management as of March 31, 2022
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 17.5 | $288M | 7.3M | 39.25 | |
| 10x Genomics Cl A Com (TXG) | 11.6 | $192M | 2.5M | 76.07 | |
| Procore Technologies (PCOR) | 11.3 | $186M | 3.2M | 57.96 | |
| Repligen Corporation (RGEN) | 9.3 | $153M | 813k | 188.09 | |
| Shake Shack Cl A (SHAK) | 7.3 | $121M | 1.8M | 67.90 | |
| Sea Sponsord Ads (SE) | 6.0 | $99M | 828k | 119.79 | |
| Roblox Corp Cl A (RBLX) | 5.2 | $86M | 1.9M | 46.24 | |
| Sprinklr Cl A (CXM) | 5.0 | $83M | 7.0M | 11.90 | |
| Smartsheet Com Cl A (SMAR) | 4.7 | $77M | 1.4M | 54.78 | |
| Confluent Class A Com (CFLT) | 4.5 | $74M | 1.8M | 41.00 | |
| Toast Cl A (TOST) | 4.4 | $72M | 3.3M | 21.73 | |
| Sprout Social Com Cl A (SPT) | 2.5 | $42M | 523k | 80.12 | |
| FleetCor Technologies | 2.1 | $35M | 139k | 249.06 | |
| Asana Cl A (ASAN) | 1.9 | $32M | 790k | 39.97 | |
| Cloudflare Cl A Com (NET) | 1.2 | $20M | 165k | 119.70 | |
| Evercommerce (EVCM) | 1.0 | $17M | 1.3M | 13.20 | |
| Ncino (NCNO) | 1.0 | $16M | 400k | 40.98 | |
| Longview Acquisition Corp Ii Unit 99/99/9999 | 0.9 | $15M | 1.5M | 9.81 | |
| Ushg Acquisition Corp Unit 99/99/9999 | 0.8 | $13M | 1.3M | 10.45 | |
| Amplitude Com Cl A (AMPL) | 0.7 | $12M | 625k | 18.43 | |
| Appfolio Com Cl A (APPF) | 0.6 | $9.6M | 85k | 113.21 | |
| Enfusion Cl A (ENFN) | 0.2 | $3.8M | 300k | 12.72 |
