12 West Capital Management as of Sept. 30, 2018
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 24.7 | $337M | 9.6M | 35.13 | |
| Godaddy Inc cl a (GDDY) | 12.9 | $176M | 2.1M | 83.39 | |
| Shake Shack Inc cl a (SHAK) | 12.0 | $164M | 2.6M | 63.01 | |
| FleetCor Technologies | 9.1 | $125M | 546k | 227.84 | |
| Alnylam Pharmaceuticals (ALNY) | 6.2 | $84M | 961k | 87.52 | |
| Laureate Education Inc cl a (LAUR) | 5.8 | $79M | 5.1M | 15.44 | |
| Post Holdings Inc Common (POST) | 5.1 | $69M | 707k | 98.04 | |
| Weight Watchers International | 4.9 | $67M | 928k | 71.99 | |
| Bio-techne Corporation (TECH) | 4.4 | $59M | 291k | 204.11 | |
| Roku (ROKU) | 4.0 | $54M | 740k | 73.03 | |
| Ringcentral (RNG) | 2.6 | $35M | 380k | 93.05 | |
| Ryb Ed | 2.4 | $32M | 1.5M | 21.06 | |
| Medifast (MED) | 1.9 | $26M | 115k | 221.55 | |
| Diana Shipping (DSX) | 1.5 | $20M | 4.9M | 4.12 | |
| Caredx (CDNA) | 1.1 | $15M | 509k | 28.85 | |
| Invitae (NVTAQ) | 1.0 | $13M | 800k | 16.73 | |
| Atara Biotherapeutics (ATRA) | 0.5 | $6.6M | 159k | 41.35 | |
| Smartsheet (SMAR) | 0.1 | $1.3M | 43k | 31.27 |
