12 West Capital Management as of March 31, 2018
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Inc cl a (GDDY) | 13.6 | $124M | 2.0M | 61.42 | |
| FleetCor Technologies | 12.4 | $113M | 559k | 202.50 | |
| Shake Shack Inc cl a (SHAK) | 11.9 | $108M | 2.6M | 41.63 | |
| Weight Watchers International | 10.0 | $91M | 1.4M | 63.72 | |
| Gds Holdings ads (GDS) | 9.3 | $84M | 3.1M | 27.45 | |
| Alnylam Pharmaceuticals (ALNY) | 9.2 | $83M | 700k | 119.10 | |
| Post Holdings Inc Common (POST) | 6.3 | $58M | 762k | 75.76 | |
| Laureate Education Inc cl a (LAUR) | 6.2 | $56M | 4.1M | 13.75 | |
| Columbia Ppty Tr | 4.8 | $44M | 2.2M | 20.46 | |
| 8x8 (EGHT) | 3.4 | $31M | 1.7M | 18.65 | |
| Cincinnati Bell | 2.5 | $23M | 1.6M | 13.85 | |
| Wingstop (WING) | 2.3 | $21M | 450k | 47.23 | |
| Ringcentral (RNG) | 2.1 | $19M | 300k | 63.50 | |
| Diana Shipping (DSX) | 2.0 | $18M | 4.9M | 3.66 | |
| Duluth Holdings (DLTH) | 1.4 | $12M | 664k | 18.73 | |
| Reis | 0.8 | $7.7M | 359k | 21.45 | |
| Atara Biotherapeutics (ATRA) | 0.8 | $7.0M | 179k | 39.00 | |
| National Beverage (FIZZ) | 0.5 | $4.5M | 50k | 89.02 | |
| Freshpet (FRPT) | 0.5 | $4.2M | 253k | 16.45 |
