1WCM
12 West Capital Management Portfolio holdings
AUM
$946M
1-Year Return
80.68%
This Quarter Return
-26.22%
1 Year Return
+80.68%
3 Year Return
+188.2%
5 Year Return
+143.45%
10 Year Return
+616.82%
AUM
$1.17B
AUM Growth
-$471M
(-29%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
84.16%
Holding
26
New
4
Increased
7
Reduced
4
Closed
4
Top Buys
| 1 |
Roblox
RBLX
|
$20.4M |
| 2 |
Sea Limited
SE
|
$16.7M |
| 3 |
Sprout Social
SPT
|
$16M |
| 4 |
Procore
PCOR
|
$13M |
| 5 |
Spotify
SPOT
|
$9.38M |
Top Sells
| 1 |
10x Genomics
TXG
|
$57.4M |
| 2 |
Corpay
CPAY
|
$34.6M |
| 3 |
Asana
ASAN
|
$31.6M |
| 4 |
Amplitude
AMPL
|
$11.5M |
| 5 |
ENFN
Enfusion, Inc.
ENFN
|
$3.82M |
Sector Composition
| 1 | Technology | 61.05% |
| 2 | Healthcare | 16.79% |
| 3 | Consumer Discretionary | 12.12% |
| 4 | Communication Services | 7.74% |