12 West Capital Management as of Sept. 30, 2020
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 39.8 | $817M | 10M | 81.83 | |
| 10x Genomics Cl A Com (TXG) | 11.7 | $240M | 1.9M | 124.68 | |
| Shake Shack Cl A (SHAK) | 8.8 | $181M | 2.8M | 64.48 | |
| Smartsheet Com Cl A (SMAR) | 8.5 | $175M | 3.5M | 49.42 | |
| Repligen Corporation (RGEN) | 7.9 | $163M | 1.1M | 147.54 | |
| Alnylam Pharmaceuticals (ALNY) | 5.2 | $107M | 735k | 145.60 | |
| Square Cl A (SQ) | 3.8 | $77M | 475k | 162.55 | |
| Inspire Med Sys (INSP) | 3.6 | $75M | 578k | 129.05 | |
| FleetCor Technologies | 3.5 | $72M | 300k | 238.10 | |
| 1life Healthcare | 1.9 | $40M | 1.4M | 28.36 | |
| Floor & Decor Hldgs Cl A (FND) | 1.6 | $34M | 450k | 74.80 | |
| Sprout Social Com Cl A (SPT) | 1.5 | $31M | 794k | 38.50 | |
| Agora Ads (API) | 0.8 | $16M | 382k | 42.98 | |
| Cloudflare Cl A Com (NET) | 0.7 | $15M | 353k | 41.06 | |
| Research Solutions (RSSS) | 0.6 | $13M | 5.5M | 2.26 | |
| Atara Biotherapeutics (ATRA) | 0.1 | $2.1M | 159k | 12.96 | |
| Diana Shipping (DSX) | 0.0 | $174k | 124k | 1.41 |
