- New Purchases: CXM, EVCM, FIVN,
- Added Positions: RBLX,
- Reduced Positions: GDS, ASAN, SPT, SHAK, RGEN, PCOR,
- Sold Out: DMTK,
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
These are the top 5 holdings of 12 West Capital Management LP- GDS Holdings Ltd (GDS) - 8,187,740 shares, 21.14% of the total portfolio. Shares reduced by 14.3%
- Repligen Corp (RGEN) - 1,021,641 shares, 13.47% of the total portfolio. Shares reduced by 4.97%
- Roblox Corp (RBLX) - 3,712,000 shares, 12.79% of the total portfolio. Shares added by 104.86%
- 10x Genomics Inc (TXG) - 1,922,000 shares, 12.76% of the total portfolio.
- Shake Shack Inc (SHAK) - 2,058,912 shares, 7.37% of the total portfolio. Shares reduced by 4.89%
12 West Capital Management LP initiated holding in Sprinklr Inc. The purchase prices were between $15.38 and $22.37, with an estimated average price of $18.62. The stock is now traded at around $17.855000. The impact to a portfolio due to this purchase was 1.84%. The holding were 2,302,795 shares as of 2021-09-30.
New Purchase: EverCommerce Inc (EVCM)12 West Capital Management LP initiated holding in EverCommerce Inc. The purchase prices were between $15.63 and $22.92, with an estimated average price of $18.45. The stock is now traded at around $17.295000. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,275,000 shares as of 2021-09-30.
New Purchase: Five9 Inc (FIVN)12 West Capital Management LP initiated holding in Five9 Inc. The purchase prices were between $158.23 and $209.7, with an estimated average price of $182.37. The stock is now traded at around $167.520000. The impact to a portfolio due to this purchase was 0.36%. The holding were 50,000 shares as of 2021-09-30.
Added: Roblox Corp (RBLX)12 West Capital Management LP added to a holding in Roblox Corp by 104.86%. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $117.050000. The impact to a portfolio due to this purchase was 6.55%. The holding were 3,712,000 shares as of 2021-09-30.
Sold Out: DermTech Inc (DMTK)12 West Capital Management LP sold out a holding in DermTech Inc. The sale prices were between $32.08 and $38.76, with an estimated average price of $35.21.
Here is the complete portfolio of 12 West Capital Management LP. Also check out:
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