12 West Capital Management as of Dec. 31, 2019
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 35.6 | $564M | 11M | 51.58 | |
| Godaddy Inc cl a (GDDY) | 16.4 | $261M | 3.8M | 67.92 | |
| Smartsheet (SMAR) | 12.6 | $199M | 4.4M | 44.92 | |
| Shake Shack Inc cl a (SHAK) | 9.8 | $155M | 2.6M | 59.57 | |
| Alnylam Pharmaceuticals (ALNY) | 7.2 | $115M | 998k | 115.17 | |
| Repligen Corporation (RGEN) | 6.9 | $109M | 1.2M | 92.50 | |
| FleetCor Technologies | 5.8 | $93M | 322k | 287.72 | |
| Guidewire Software (GWRE) | 2.7 | $43M | 390k | 109.77 | |
| Slack Technologies | 2.2 | $35M | 1.6M | 22.48 | |
| Funko (FNKO) | 0.3 | $5.1M | 300k | 17.16 | |
| Inspire Med Sys (INSP) | 0.2 | $3.7M | 50k | 74.21 | |
| Atara Biotherapeutics | 0.2 | $2.6M | 159k | 16.47 | |
| Diana Shipping (DSX) | 0.0 | $464k | 149k | 3.11 |
