News + Filings Transactions Holdings
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12 West Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PROCORE TECHNOLOGIES, INC.
| PCOR | Common | 3,500,000 | 0 | 227,745,000,000 | 8,540,000,000 | 19.55 | |
Hist
| 06/30/2023 |
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Roblox Corp
| RBLX | CL A | 2,405,000 | -645,000 | 96,921,500,000 | -40,267,500,000 | 8.32 | |
Hist
| 06/30/2023 |
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Toast, Inc.
| TOST | Common | 3,771,340 | 500,000 | 85,119,144,000 | 27,052,859,000 | 7.31 | |
Hist
| 06/30/2023 |
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Confluent, Inc.
| CFLT | Common | 2,155,000 | 0 | 76,093,050,000 | 24,222,200,000 | 6.53 | |
Hist
| 06/30/2023 |
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Shake Shack Inc.
| SHAK | Common | 910,811 | -439,920 | 70,788,231,000 | -4,163,832,000 | 6.08 | |
Hist
| 06/30/2023 |
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REPLIGEN CORP
| RGEN | COM | 480,498 | -90,647 | 67,971,247,000 | -28,186,725,000 | 5.83 | 0.86 |
Hist
| 06/30/2023 |
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SMARTSHEET INC
| SMAR | Common | 1,647,283 | 0 | 63,025,048,000 | -15,715,079,000 | 5.41 | |
Hist
| 06/30/2023 |
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GDS Holdings Ltd
| GDS | SPONSORED ADS | 5,085,804 | -1,136,050 | 55,892,986,000 | -60,206,810,000 | 4.80 | |
Hist
| 06/30/2023 |
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APPFOLIO INC
| APPF | Common | 300,000 | 0 | 51,642,000,000 | 14,298,000,000 | 4.43 | |
Hist
| 06/30/2023 |
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Datadog, Inc.
| DDOG | Common | 501,500 | 50,000 | 49,337,570,000 | 16,531,580,000 | 4.23 | |
Hist
| 06/30/2023 |
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Sprinklr, Inc.
| CXM | Common | 3,500,000 | 0 | 48,405,000,000 | 3,045,000,000 | 4.15 | |
Hist
| 06/30/2023 |
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LITHIA MOTORS INC
| LAD | CL A | 150,500 | 0 | 45,768,555,000 | 11,314,590,000 | 3.93 | 0.55 |
Hist
| 06/30/2023 |
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KURA SUSHI USA, INC.
| KRUS | Common | 463,415 | 448,415 | 43,074,424,000 | 42,086,824,000 | 3.70 | |
Hist
| 06/30/2023 |
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MARAVAI LIFESCIENCES HOLDINGS, INC.
| MRVI | COM | 3,361,836 | 793,066 | 41,787,621,000 | 5,799,153,000 | 3.59 | |
Hist
| 06/30/2023 |
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Sportradar Group AG
| SRAD | COM | 2,728,370 | 2,728,370 | 35,195,973,000 | 35,195,973,000 | 3.02 | 0.25 |
Hist
| 06/30/2023 |
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INTUITIVE SURGICAL INC
| ISRG | Common | 101,000 | 0 | 34,535,940,000 | 8,733,470,000 | 2.96 | |
Hist
| 06/30/2023 |
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Enfusion, Inc.
| ENFN | Common Stock | 1,903,190 | 853,190 | 21,353,792,000 | 10,328,792,000 | 1.83 | |
Hist
| 06/30/2023 |
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GROUP 1 AUTOMOTIVE INC
| GPI | Common | 64,000 | 0 | 16,518,400,000 | 2,027,520,000 | 1.42 | |
Hist
| 06/30/2023 |
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Cloudflare, Inc.
| NET | Common | 165,000 | 0 | 10,786,050,000 | 612,150,000 | 0.93 | |
Hist
| 06/30/2023 |
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Grindr Inc.
| GRND | Common | 1,898,259 | -2,777,467 | 10,497,372,000 | -18,585,644,000 | 0.90 | 1.09 |
Hist
| 06/30/2023 |
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Grocery Outlet Holding Corp.
| GO | COM | 200,000 | 0 | 6,122,000,000 | 470,000,000 | 0.53 | 0.20 |
Hist
| 06/30/2023 |
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TRUPANION, INC.
| TRUP | Common | 300,000 | 0 | 5,904,000,000 | -6,963,000,000 | 0.51 | |
Hist
| 06/30/2023 |
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VALVOLINE INC
| VVV | COM | 0 | -890,000 | 0 | -31,096,600,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EPAM Systems, Inc.
| EPAM | Com | 0 | -12,000 | 0 | -3,588,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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