12 West Capital Management as of Dec. 31, 2017
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
FleetCor Technologies | 21.2 | $175M | 911k | 192.43 | |
Shake Shack Inc cl a (SHAK) | 13.6 | $112M | 2.6M | 43.20 | |
Godaddy Inc cl a (GDDY) | 12.2 | $101M | 2.0M | 50.28 | |
Alnylam Pharmaceuticals (ALNY) | 10.8 | $89M | 700k | 127.05 | |
Post Holdings Inc Common (POST) | 7.3 | $60M | 762k | 79.23 | |
Laureate Education Inc cl a (LAUR) | 6.7 | $55M | 4.1M | 13.56 | |
Columbia Ppty Tr | 6.0 | $49M | 2.2M | 22.95 | |
Weight Watchers International | 4.4 | $37M | 823k | 44.28 | |
Ormat Technologies (ORA) | 3.6 | $29M | 460k | 63.96 | |
8x8 (EGHT) | 2.8 | $23M | 1.7M | 14.10 | |
Cincinnati Bell | 2.5 | $21M | 1.0M | 20.85 | |
Diana Shipping (DSX) | 2.4 | $20M | 4.9M | 4.07 | |
Ringcentral (RNG) | 1.8 | $15M | 300k | 48.40 | |
Duluth Holdings (DLTH) | 1.4 | $12M | 664k | 17.85 | |
Ryb Ed | 1.2 | $9.6M | 569k | 16.88 | |
Reis | 0.9 | $7.8M | 380k | 20.65 | |
Atara Biotherapeutics | 0.9 | $7.2M | 399k | 18.10 | |
Wingstop (WING) | 0.4 | $3.0M | 76k | 38.98 |