12 West Capital Management LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Maravai LifeSciences Holdings, Inc.
MRVI
$114.47M5.2413.2M+13.79%+$13.87M10.44
Avid Bioservices, Inc.
CDMO
$18.43M4.332.75MNew+$18.43M1.68
Shake Shack Inc.
SHAK
$186.54M4.221.79M-8.74%-$17.87M17.01
Kura Sushi USA, Inc.
KRUS
$53.37M4.13463,4150%+$04.87
Grocery Outlet Holding Corp.
GO
$104.33M3.633.63M+383.33%+$82.74M9.52
GDS Holdings Limited
GDS
$30.68M2.44.61M-8.77%-$2.95M2.8
Enfusion, Inc.
ENFN
$17.6M1.491.9M0%+$01.61
Procore Technologies, Inc.
PCOR
$161.87M1.351.97M-25.66%-$55.88M14.76
First Watch Restaurant Group, Inc.
FWRG
$15.77M1.06640,486+19.72%+$2.6M1.44
Toast, Inc.
TOST
$93.98M0.683.77M-34.65%-$49.84M8.57
Repligen Corporation
RGEN
$46.5M0.45252,849-31.34%-$21.22M4.24
Victoria's Secret & Co.
VSCO
$5.33M0.35275,000New+$5.33M0.49
AppFolio, Inc.
APPF
$30.84M0.35125,0000%+$02.81
Roblox Corporation
RBLX
$60.59M0.251.59M-56.9%-$79.99M5.53
EPAM Systems, Inc.
EPAM
$17.95M0.1165,000New+$17.95M1.64
Sea Limited
SE
$30.35M0.1565,000New+$30.35M2.77
Datadog, Inc.
DDOG
$32.94M0.08266,500-40.98%-$22.87M3
Oscar Health, Inc.
OSCR
$2.78M0.08186,855New+$2.78M0.25
SharkNinja, Inc.
SN
$5.92M0.0795,000New+$5.92M0.54
Cloudflare, Inc.
NET
$15.98M0.05165,0000%+$01.46
LPL Financial Holdings Inc.
LPLA
$8.01M0.0430,300New+$8.01M0.73
Intuitive Surgical, Inc.
ISRG
$35.92M0.0390,000-10.89%-$4.39M3.28
CoStar Group, Inc.
CSGP
$6.28M0.0265,000New+$6.28M0.57