12 West Capital Management as of Dec. 31, 2022
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procore Technologies (PCOR) | 16.7 | $165M | 3.5M | 47.18 | |
| GDS HLDGS Sponsored Ads (GDS) | 14.0 | $139M | 6.7M | 20.62 | |
| Repligen Corporation (RGEN) | 11.4 | $113M | 668k | 169.31 | |
| Roblox Corp Cl A (RBLX) | 10.0 | $99M | 3.5M | 28.46 | |
| Toast Cl A (TOST) | 8.7 | $86M | 4.8M | 18.03 | |
| Smartsheet Com Cl A (SMAR) | 6.6 | $65M | 1.6M | 39.36 | |
| Shake Shack Cl A (SHAK) | 6.5 | $65M | 1.6M | 41.53 | |
| Sprinklr Cl A (CXM) | 5.8 | $57M | 7.0M | 8.17 | |
| Confluent Class A Com (CFLT) | 3.6 | $36M | 1.6M | 22.24 | |
| Appfolio Com Cl A (APPF) | 3.2 | $32M | 300k | 105.38 | |
| Valvoline Inc Common (VVV) | 2.9 | $29M | 890k | 32.65 | |
| Sprout Social Com Cl A (SPT) | 2.9 | $29M | 510k | 56.46 | |
| Lithia Motors (LAD) | 2.7 | $27M | 130k | 204.74 | |
| Group 1 Automotive (GPI) | 1.2 | $12M | 64k | 180.37 | |
| Atlassian Corporation Cl A (TEAM) | 1.0 | $10M | 78k | 128.68 | |
| Cloudflare Cl A Com (NET) | 0.8 | $7.5M | 165k | 45.21 | |
| Impinj (PI) | 0.6 | $6.0M | 55k | 109.18 | |
| AutoNation (AN) | 0.4 | $4.4M | 41k | 107.30 | |
| Epam Systems (EPAM) | 0.4 | $3.9M | 12k | 327.74 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $3.7M | 14k | 265.35 | |
| Gitlab Class A Com (GTLB) | 0.2 | $2.3M | 50k | 45.44 |
