12 West Capital Management as of Dec. 31, 2018
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 14 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 25.9 | $252M | 11M | 23.09 | |
| Godaddy Inc cl a (GDDY) | 16.2 | $157M | 2.4M | 65.62 | |
| Shake Shack Inc cl a (SHAK) | 12.2 | $118M | 2.6M | 45.42 | |
| FleetCor Technologies | 10.2 | $99M | 531k | 185.72 | |
| Laureate Education Inc cl a (LAUR) | 9.0 | $87M | 5.7M | 15.24 | |
| Alnylam Pharmaceuticals (ALNY) | 7.5 | $73M | 998k | 72.91 | |
| Bio-techne Corporation (TECH) | 4.8 | $47M | 321k | 144.72 | |
| Ringcentral (RNG) | 4.2 | $40M | 490k | 82.44 | |
| Roku (ROKU) | 3.0 | $29M | 960k | 30.64 | |
| Smartsheet (SMAR) | 2.8 | $27M | 1.1M | 24.86 | |
| Medifast (MED) | 2.0 | $19M | 155k | 125.02 | |
| Caredx (CDNA) | 0.9 | $8.8M | 350k | 25.14 | |
| Diana Shipping (DSX) | 0.9 | $8.6M | 2.7M | 3.18 | |
| Atara Biotherapeutics | 0.6 | $5.5M | 159k | 34.74 |
