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	$316,851 35.06% of portfolio	2	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$133,273 14.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST NET 2 stocks	$129,844 14.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$119,306 13.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRVI 1 stocks	$63,172 6.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DDOG 1 stocks	$38,080 4.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$35,535 3.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical VSCO GPS 2 stocks	$30,623 3.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$18,263 2.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$16,332 1.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$2,511 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts

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