12 West Capital Management LP Portfolio Holdings by Sector
12 West Capital Management LP
- $959 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Restaurants | Consumer Cyclical
SHAK KRUS FWRG 3 stocks |
$201,860
21.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
PCOR DDOG APPF ENFN 4 stocks |
$169,475
17.66% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MRVI CDMO 2 stocks |
$120,623
12.57% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
GO 1 stocks |
$120,554
12.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$118,401
12.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
TOST NET 2 stocks |
$110,428
11.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
GDS 1 stocks |
$42,863
4.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
SE 1 stocks |
$40,352
4.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RGEN 1 stocks |
$31,874
3.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$2,956
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|