12 West Capital Management as of Sept. 30, 2019
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 14 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 28.2 | $439M | 11M | 40.08 | |
| Shake Shack Inc cl a (SHAK) | 16.4 | $255M | 2.6M | 98.04 | |
| Godaddy Inc cl a (GDDY) | 16.3 | $253M | 3.8M | 65.98 | |
| Smartsheet (SMAR) | 7.7 | $120M | 3.3M | 36.03 | |
| FleetCor Technologies | 6.0 | $92M | 322k | 286.78 | |
| Alnylam Pharmaceuticals (ALNY) | 5.2 | $80M | 998k | 80.42 | |
| Repligen Corporation (RGEN) | 4.9 | $76M | 994k | 76.69 | |
| Bio-techne Corporation (TECH) | 4.5 | $70M | 356k | 195.67 | |
| Ringcentral (RNG) | 4.0 | $62M | 490k | 125.66 | |
| Laureate Education Inc cl a (LAUR) | 3.9 | $61M | 3.7M | 16.57 | |
| Slack Technologies | 2.4 | $37M | 1.6M | 23.73 | |
| Funko (FNKO) | 0.4 | $6.2M | 300k | 20.58 | |
| Atara Biotherapeutics (ATRA) | 0.1 | $2.2M | 159k | 14.12 | |
| Diana Shipping (DSX) | 0.0 | $504k | 149k | 3.38 |
