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 FWRG 3 stocks	$250,969 26.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$178,455 18.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST NET 2 stocks	$119,645 12.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRVI 1 stocks	$116,432 12.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$116,009 12.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DDOG ENFN APPF 3 stocks	$62,817 6.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$53,268 5.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$37,628 3.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$20,182 2.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$3,963 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts

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