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Size ($ in 1000's)
At 12/31/2023: $1,124,084
At 09/30/2023: $1,104,121
12 West Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 12 West Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the 12 West Capital Management LP top holdings by largest position size, as per the latest 13f filing made by 12 West Capital Management LP.
In the 12 West Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 12 West Capital Management LP in that top holding, then the share count change between reporting periods, and finally the 12 West Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PROCORE TECHNOLOGIES INC |
2,650,000 |
UNCH |
$183,433 | | PCOR | 2,650,000 | UNCH | $183,433 | | ROBLOX CORP |
3,681,988 |
+836,988 |
$168,340 | | RBLX | 3,681,988 | +836,988 | $168,340 | | SHAKE SHACK INC |
1,964,884 |
+305,284 |
$145,637 | | SHAK | 1,964,884 | +305,284 | $145,637 | | TOAST INC |
5,771,340 |
+2,000,000 |
$105,385 | | TOST | 5,771,340 | +2,000,000 | $105,385 | | MARAVAI LIFESCIENCES HLDGS I |
11,602,988 |
+5,139,877 |
$76,000 | | MRVI | 11,602,988 | +5,139,877 | $76,000 | | REPLIGEN CORP |
368,245 |
-45,972 |
$66,210 | | RGEN | 368,245 | -45,972 | $66,210 |  SEA LTD |
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$64,800 | | Call | 200,000 | +200,000 | $64,800 | | DATADOG INC |
451,500 |
-50,000 |
$54,803 | | DDOG | 451,500 | -50,000 | $54,803 | | GDS HLDGS LTD |
5,057,593 |
-12,176 |
$46,125 | | GDS | 5,057,593 | -12,176 | $46,125 | | SMARTSHEET INC |
912,283 |
-735,000 |
$43,625 | | SMAR | 912,283 | -735,000 | $43,625 | | KURA SUSHI USA INC |
463,415 |
UNCH |
$35,220 | | KRUS | 463,415 | UNCH | $35,220 | | INTUITIVE SURGICAL INC |
101,000 |
UNCH |
$34,073 | | ISRG | 101,000 | UNCH | $34,073 | | APPFOLIO INC |
125,000 |
-175,000 |
$21,655 | | APPF | 125,000 | -175,000 | $21,655 | | GROCERY OUTLET HLDG CORP |
750,000 |
+450,000 |
$20,220 | | GO | 750,000 | +450,000 | $20,220 | | ENFUSION INC |
1,903,190 |
UNCH |
$18,461 | | ENFN | 1,903,190 | UNCH | $18,461 | | CLOUDFLARE INC |
165,000 |
UNCH |
$13,738 | | NET | 165,000 | UNCH | $13,738 | | FIRST WATCH RESTAURANT GROUP |
535,000 |
+320,000 |
$10,754 | | FWRG | 535,000 | +320,000 | $10,754 | | TRUPANION INC |
300,000 |
UNCH |
$9,153 | | TRUP | 300,000 | UNCH | $9,153 | | LEGALZOOM COM INC |
450,000 |
+450,000 |
$5,085 | | LZ | 450,000 | +450,000 | $5,085 |
See Full List: All Stocks Held By 12 West Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By 12 West Capital Management LP
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