12 West Capital Management as of Sept. 30, 2017
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 19 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 19.7 | $141M | 911k | 154.77 | |
| Godaddy Inc cl a (GDDY) | 12.2 | $88M | 2.0M | 43.51 | |
| Shake Shack Inc cl a (SHAK) | 12.1 | $86M | 2.6M | 33.23 | |
| Alnylam Pharmaceuticals (ALNY) | 11.5 | $82M | 700k | 117.49 | |
| Post Holdings Inc Common (POST) | 8.3 | $60M | 677k | 88.27 | |
| Columbia Ppty Tr | 6.6 | $47M | 2.2M | 21.77 | |
| Laureate Education Inc cl a (LAUR) | 5.3 | $38M | 2.6M | 14.55 | |
| Wingstop (WING) | 5.0 | $36M | 1.1M | 33.25 | |
| Ormat Technologies (ORA) | 3.9 | $28M | 460k | 61.05 | |
| Weight Watchers International | 3.6 | $26M | 598k | 43.55 | |
| Diana Shipping (DSX) | 2.5 | $18M | 4.9M | 3.63 | |
| Cincinnati Bell | 2.5 | $18M | 897k | 19.85 | |
| Duluth Holdings (DLTH) | 1.9 | $14M | 664k | 20.29 | |
| Reis | 1.0 | $6.8M | 380k | 18.00 | |
| Atara Biotherapeutics (ATRA) | 0.9 | $6.6M | 399k | 16.55 | |
| Primo Water Corporation | 0.9 | $6.5M | 549k | 11.85 | |
| Papa Murphys Hldgs | 0.9 | $6.4M | 1.1M | 5.95 | |
| Ryb Ed | 0.7 | $5.2M | 184k | 28.50 | |
| Gridsum Hldg Inc adr repsg cl b | 0.3 | $2.3M | 220k | 10.30 |
