12 West Capital Management LP Portfolio Holdings by Sector

12 West Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Restaurants \| Consumer Cyclical SHAK KRUS WING FWRG 4 stocks	$221,735 36.34% of portfolio	1	2	1	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$123,217 20.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST NET AFRM 3 stocks	$91,752 15.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$68,957 11.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN WRBY 2 stocks	$52,114 8.54% of portfolio	1	1	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRVI 1 stocks	$27,672 4.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$14,080 2.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology MNDY 1 stocks	$8,267 1.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$2,449 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts

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