12 West Capital Management

The 12 West Capital Management Hedge Fund is based in New York. Their latest 13F filings reported over 2 Billion in value. It is a focus fund with a top 3 securities concentration of over 50% weights. The following shows the fund statistics and portfolio details.

Period: Report DateNumber of StocksPortfolio ValuePortfolio Return
Q4_20202021-02-1614$2,327,895,00013.27%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightsComputed PriceShares Change %
GDS Holdings Limited ADSGDSINCR$935,3100.144%40.18%$93.640.000%
10x Genomics Inc. Class ATXGINCR$272,1550.136%11.69%$141.600.000%
Smartsheet Inc. Class ASMARINCR$245,1270.402%10.53%$69.290.000%
Shake Shack Inc. Class ASHAKINCR$237,6270.315%10.21%$84.780.000%
Repligen Corp.RGENINCR$211,2500.299%9.07%$191.630.000%
Square Inc. Class ASQINCR$103,3790.339%4.44%$217.640.000%
Alnylam Pharmaceuticals Inc.ALNYDECR$95,528-0.107%4.10%$129.970.000%
FleetCor Technologies Inc.FLTINCR$81,9340.146%3.52%$272.830.000%
Sprout Social Inc Class ASPTINCR$46,7140.528%2.01%$45.410.295%
1Life Healthcare Inc.ONEMINCR$44,9510.132%1.93%$43.65-0.264%
Cloudflare Inc. Class ANETINCR$26,8400.851%1.15%$75.990.000%
Upstart Holdings Inc.UPSTBUY$14,2630.000%0.61%$40.750.000%
Research Solutions IncRSSSINCR$12,5780.003%0.54%$2.33-0.027%
Diana Shipping inc. DSXINCR$2390.374%0.01%$1.930.000%
Agora Inc. American Depositary SharesAPISOLD$00.000%-100.00%$0.000.000%
Atara Biotherapeutics Inc.ATRASOLD$00.000%-100.00%$0.000.000%
Floor & Decor Holdings Inc.FNDSOLD$00.000%-100.00%$0.000.000%
Inspire Medical Systems Inc.INSPSOLD$00.000%-100.00%$0.000.000%