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	$249,215 30.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$175,000 21.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$147,523 18.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST NET AFRM 3 stocks	$126,076 15.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology U 1 stocks	$38,638 4.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRVI 1 stocks	$35,936 4.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$32,245 3.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$4,402 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$3,537 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts

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