12 West Capital Management as of March 31, 2019
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 13 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 31.8 | $390M | 11M | 35.69 | |
| Godaddy Inc cl a (GDDY) | 17.0 | $209M | 2.8M | 75.19 | |
| Shake Shack Inc cl a (SHAK) | 12.5 | $154M | 2.6M | 59.15 | |
| FleetCor Technologies | 9.7 | $119M | 482k | 246.59 | |
| Alnylam Pharmaceuticals (ALNY) | 7.6 | $93M | 998k | 93.45 | |
| Bio-techne Corporation (TECH) | 5.8 | $71M | 356k | 198.55 | |
| Smartsheet (SMAR) | 4.5 | $55M | 1.4M | 40.79 | |
| Laureate Education Inc cl a (LAUR) | 4.5 | $55M | 3.7M | 14.97 | |
| Ringcentral (RNG) | 4.3 | $53M | 490k | 107.80 | |
| Medifast (MED) | 1.2 | $15M | 115k | 127.55 | |
| Atara Biotherapeutics (ATRA) | 0.5 | $6.3M | 159k | 39.75 | |
| Funko (FNKO) | 0.5 | $5.6M | 260k | 21.72 | |
| Diana Shipping (DSX) | 0.1 | $1.2M | 440k | 2.82 |
