SEC 13F Intelligence

Managers / Q4 2023 · view latest →

12 West Capital Management LP

CIK 0001540531 · 475 TENTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10018 · 646-216-7040

Reported Value
$1.1B
Q4 2023
Positions
20
Filings on Record
30
2019–present window
Filed
Feb 14, 2024
original filing

Summary

12 West Capital Management Lp reported $1.1B in U.S.-listed holdings across 20 positions for Q4 2023.

Its largest position, PCOR, represents 16.3% of the portfolio.

Compared with Q3 2023, the fund opened 2 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $971MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.6BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.7BQ2 ’20: $1.9BQ3 ’20: $2.1BQ4 ’20: $2.3BQ4 ’20Q1 ’21: $2.1BQ2 ’21: $2.4BQ3 ’21: $2.2BQ4 ’21: $2.3BQ4 ’21Q1 ’22: $1.6BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $989.4BQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.2BQ3 ’23: $1.1BQ4 ’23: $1.1BQ4 ’23Q1 ’24: $1.1BQ2 ’24: $973MQ3 ’24: $977MQ4 ’24: $955MQ4 ’24Q1 ’25: $678MQ2 ’25: $946MQ3 ’25: $964MQ4 ’25: $840MQ4 ’25Q1 ’26: $592Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$592M20May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$840M18Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$964M17Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$946M17Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$678M17May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$955M16Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$977M17Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$973M19Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B25May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B20Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B24Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.2B23Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B24May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$989.4B21Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B20Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B22Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.6B22May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.3B19Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.2B17Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.4B15Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.1B14May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.3B14Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.1B17Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.9B16Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.7B18May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.6B14Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B15Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B15Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B14May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$971M16Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.