12 West Capital Management LP
CIK Number: 0001540531
677.58M
Market Value
15
# of Holdings
9 months
Avg. Holding Period
42.11%
Win Rate
-4.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SHAK | Shake Shack Inc... | 126.93 | +2.60% | 1.76M | -1.62% | 228.98M | 50.22 | 23.99% |
| 2 | GDS | GDS Holdings Li... | 28.09 | +9.37% | 5.61M | -1.32% | 133.27M | 29.61 | 13.96% |
| 3 | RBLX | Roblox Corporat... | 100.41 | +3.33% | 2.06M | -48.86% | 119.31M | 43.94 | 12.50% |
| 4 | TOST | Toast, Inc. | 42.60 | +2.56% | 3.07M | -18.11% | 112.08M | 20.63 | 11.74% |
| 5 | MRVI | Maravai LifeSci... | 2.15 | +1.17% | 11.59M | -17.27% | 63.17M | 9.35 | 6.62% |
| 6 | KRUS | Kura Sushi USA,... | 78.98 | +0.98% | 556.41K | +12.77% | 50.4M | 91.28 | 5.28% |
| 7 | TBBB | BBB Foods Inc. | 26.55 | +1.43% | 1.72M | +100.00% | 48.54M | 28.28 | 5.09% |
| 8 | DDOG | Datadog, Inc. | 121.86 | +1.17% | 266.5K | 0.00% | 38.08M | 75.22 | 3.99% |
| 9 | FWRG | First Watch Res... | 15.60 | +3.83% | 2.01M | +20.17% | 37.47M | 17.51 | 3.93% |
| 10 | RGEN | Repligen Corpor... | 126.08 | -1.13% | 246.88K | -2.36% | 35.54M | 83.39 | 3.72% |
| 11 | GO | Grocery Outlet ... | 12.94 | -5.1% | 1.17M | +1.74% | 18.26M | 26.12 | 1.91% |
| 12 | NET | Cloudflare, Inc... | 178.73 | +3.93% | 165K | 0.00% | 17.77M | 35.95 | 1.86% |
| 13 | VSCO | Victoria's Secr... | 18.61 | +2.34% | 422.96K | +100.00% | 17.52M | 41.42 | 1.84% |
| 14 | TPR | Tapestry, Inc. | 84.16 | +6.65% | 250K | +100.00% | 16.33M | 65.33 | 1.71% |
| 15 | OSCR | Oscar Health, I... | 14.98 | +7.38% | 186.85K | 0.00% | 2.51M | 14.69 | 0.26% |