12 West Capital Management LP Buys 10x Genomics Inc, 1Life Healthcare Inc, Sprout Social Inc, Sells GoDaddy Inc, Slack Technologies Inc, Smartsheet Inc

• New Purchases: ONEM, SPT, API,
• Added Positions: TXG,
• Reduced Positions: SMAR, INSP, RSSS,
• Sold Out: GDDY, WORK,

For the details of 12 West Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/12+west+capital+management+lp/current-portfolio/portfolio

1. GDS Holdings Ltd (GDS) - 9,988,361 shares, 39.77% of the total portfolio.
2. 10x Genomics Inc (TXG) - 1,922,000 shares, 11.66% of the total portfolio. Shares added by 33.94%
3. Shake Shack Inc (SHAK) - 2,802,862 shares, 8.79% of the total portfolio.
4. Smartsheet Inc (SMAR) - 3,537,700 shares, 8.51% of the total portfolio. Shares reduced by 20.28%
5. Repligen Corp (RGEN) - 1,102,383 shares, 7.91% of the total portfolio.

12 West Capital Management LP initiated holding in 1Life Healthcare Inc. The purchase prices were between $25.98 and $41.6, with an estimated average price of $31.63. The stock is now traded at around $32.87. The impact to a portfolio due to this purchase was 1.93%. The holding were 1,399,796 shares as of 2020-09-30.

12 West Capital Management LP initiated holding in Sprout Social Inc. The purchase prices were between $25.5 and $40.6, with an estimated average price of $31.68. The stock is now traded at around $51.38. The impact to a portfolio due to this purchase was 1.49%. The holding were 794,187 shares as of 2020-09-30.

12 West Capital Management LP initiated holding in Agora Inc. The purchase prices were between $36.32 and $58.98, with an estimated average price of $46.77. The stock is now traded at around $38.45. The impact to a portfolio due to this purchase was 0.8%. The holding were 382,195 shares as of 2020-09-30.

12 West Capital Management LP added to a holding in 10x Genomics Inc by 33.94%. The purchase prices were between $87.44 and $125, with an estimated average price of $104.76. The stock is now traded at around $153.11. The impact to a portfolio due to this purchase was 2.95%. The holding were 1,922,000 shares as of 2020-09-30.

12 West Capital Management LP sold out a holding in GoDaddy Inc. The sale prices were between $66.97 and $85.23, with an estimated average price of $75.39.

12 West Capital Management LP sold out a holding in Slack Technologies Inc. The sale prices were between $25.24 and $34.3, with an estimated average price of $29.42.