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12 WEST CAPITAL MANAGEMENT LP

AUM: $1.68 B
13-F Portfolio Value: $1.11 B
Last 13-F Filed: Q1 2024
Concentration in top 10: 80.3%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
SHAKSHAKE SHACK INC16.82%1,793,099$186,536,089-171,785-8.74%$104.0313F
PCORPROCORE TECHNOLOGIES INC14.6%1,970,000$161,874,900-680,000-25.66%$82.1713F
MRVIMARAVAI LIFESCIENCES HLDGS I10.32%13,202,988$114,469,9061,600,00013.79%$8.6713F
GOGROCERY OUTLET HLDG CORP9.41%3,625,000$104,327,5002,875,000383.33%$28.7813F
TOSTTOAST INC8.48%3,771,340$93,981,793-2,000,000-34.65%$24.9213F
RBLXROBLOX CORP5.46%1,586,988$60,591,202-2,095,000-56.9%$38.1813F
KRUSKURA SUSHI USA INC4.81%463,415$53,366,871No Change$115.1613F
RGENREPLIGEN CORP4.19%252,849$46,503,988-115,396-31.34%$183.9213F
ISRGINTUITIVE SURGICAL INC3.24%90,000$35,918,100-11,000-10.89%$399.0913F
DDOGDATADOG INC2.97%266,500$32,939,400-185,000-40.97%$123.613F
APPFAPPFOLIO INC2.78%125,000$30,842,500No Change$246.7413F
GDSGDS HLDGS LTD2.77%4,613,974$30,682,927-443,619-8.77%$6.6513F
SESEA LTD2.74%565,000$30,346,150565,000New$53.7113F
CDMOAVID BIOSERVICES INC1.66%2,750,000$18,425,0002,750,000New$6.713F
EPAMEPAM SYS INC1.62%65,000$17,950,40065,000New$276.1613F
ENFNENFUSION INC1.59%1,903,190$17,604,508No Change$9.2513F
NETCLOUDFLARE INC1.44%165,000$15,976,950No Change$96.8313F
FWRGFIRST WATCH RESTAURANT GROUP1.42%640,486$15,768,765105,48619.72%$24.6213F
SESEA LTD (Call)0.97%200,000$10,742,000No Change$53.7113F
LPLALPL FINL HLDGS INC0.72%30,300$8,005,26030,300New$264.213F
CSGPCOSTAR GROUP INC0.57%65,000$6,279,00065,000New$96.613F
SNSHARKNINJA INC0.53%95,000$5,917,55095,000New$62.2913F
VSCOVICTORIAS SECRET AND CO0.48%275,000$5,329,500275,000New$19.3813F
OSCROSCAR HEALTH INC0.25%186,855$2,778,534186,855New$14.8713F
GRNDWSGRINDR INC0.16%755,000$1,744,050No Change$2.3113F
LZLEGALZOOM COM INC-450,000Exited13F
SMARSMARTSHEET INC-912,283Exited13F
TRUPTRUPANION INC-300,000Exited13F