12 West Capital Management as of June 30, 2019
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 14 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
GDS HLDGS Sponsored Ads (GDS) | 30.9 | $411M | 11M | 37.57 | |
Godaddy Cl A (GDDY) | 14.6 | $195M | 2.8M | 70.15 | |
Shake Shack Cl A (SHAK) | 14.1 | $188M | 2.6M | 72.20 | |
FleetCor Technologies | 6.8 | $91M | 322k | 280.85 | |
Bio-techne Corporation (TECH) | 5.6 | $74M | 356k | 208.49 | |
Alnylam Pharmaceuticals Call Option (ALNY) | 5.4 | $72M | 998k | 72.56 | |
Smartsheet Com Cl A (SMAR) | 5.4 | $71M | 1.5M | 48.40 | |
Slack Technologies Com Cl A | 4.4 | $58M | 1.6M | 37.50 | |
Laureate Education Cl A (LAUR) | 4.3 | $58M | 3.7M | 15.71 | |
Ringcentral Cl A (RNG) | 4.2 | $56M | 490k | 114.92 | |
Repligen Corporation (RGEN) | 3.3 | $44M | 516k | 85.95 | |
Funko Com Cl A (FNKO) | 0.5 | $7.3M | 300k | 24.22 | |
Atara Biotherapeutics | 0.2 | $3.2M | 159k | 20.11 | |
Diana Shipping (DSX) | 0.0 | $493k | 149k | 3.31 |