Investor

12 West Capital Management LP

Portfolio Total Value

$1,040,042,000.00

Number of Stocks

19

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SHAK $228,982,000.0 23.99%
Reduced 1.62%
1,764,118 $129.8 $60.41
Reduced 53.46%
$70.68 $139.89
GDS $133,273,000.0 13.96%
Reduced 1.32%
5,609,137 $23.76 $42.44
Added 78.62%
$5.01 $29.17
RBLX $119,306,000.0 12.5%
Reduced 48.86%
2,061,988 $57.86 $42.85
Reduced 25.94%
$29.55 $66.86
TOST $112,077,000.0 11.74%
Reduced 18.11%
3,074,840 $36.45 $23.05
Reduced 36.76%
$16.13 $44.12
MRVI $63,172,000.0 6.62%
Reduced 17.27%
11,591,335 $5.45 $4.15
Reduced 23.85%
$4.28 $11.56
SE $53,268,000.0 5.46%
No Change
565,000 $94.28 $88.23
Reduced 6.42%
$38.11 $119.47
KRUS $50,400,000.0 5.28%
Added 12.77%
556,415 $90.58 $50.46
Reduced 44.29%
$48.66 $122.81
$48,544,000.0 5.09%
Added 1083.83%
1,716,558 $28.28 $nan
Reduced nan%
$nan $nan
DDOG $38,080,000.0 3.99%
No Change
266,500 $142.89 $207.98
Added 45.55%
$98.8 $170.08
FWRG $37,469,000.0 3.93%
Added 20.17%
2,013,406 $18.61 $11.23
Reduced 39.66%
$12.9 $25.98
RGEN $35,535,000.0 3.72%
Reduced 2.36%
246,875 $143.94 $102.87
Reduced 28.53%
$113.5 $211.13
GO $18,263,000.0 1.91%
Added 1.74%
1,170,000 $15.61 $7.4
Reduced 52.59%
$13.6 $29.19
NET $17,767,000.0 1.86%
No Change
165,000 $107.68 $197.56
Added 83.47%
$66.24 $122.0
ENFN $18,061,000.0 1.85%
No Change
1,903,190 $9.49 $0.0
Reduced 100.0%
$0.0 $0.0
VSCO $17,519,000.0 1.84%
No Change
422,962 $41.42 $45.96
Added 10.96%
$15.12 $48.73
TPR $16,332,000.0 1.71%
No Change
250,000 $65.33 $129.32
Added 97.95%
$35.23 $74.25
GPS $15,359,000.0 1.61%
No Change
650,000 $23.63 $0.0
Reduced 100.0%
$0.0 $0.0
APPF $14,124,000.0 1.45%
No Change
60,000 $235.4 $151.7
Reduced 35.56%
$172.98 $274.56
OSCR $2,511,000.0 0.26%
No Change
186,855 $13.44 $23.32
Added 73.51%
$11.38 $23.79