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	$327,223 41.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$148,707 18.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST NET AFRM 3 stocks	$134,586 16.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$119,191 14.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRVI 1 stocks	$30,176 3.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$30,004 3.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$4,006 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$3,773 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts

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