12 West Capital Management as of March 31, 2020
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 37.8 | $634M | 11M | 57.97 | |
| Godaddy Inc cl a (GDDY) | 13.1 | $219M | 3.8M | 57.11 | |
| Smartsheet (SMAR) | 11.0 | $184M | 4.4M | 41.51 | |
| Repligen Corporation (RGEN) | 6.8 | $114M | 1.2M | 96.54 | |
| Shake Shack Inc cl a (SHAK) | 6.3 | $106M | 2.8M | 37.74 | |
| Alnylam Pharmaceuticals (ALNY) | 4.8 | $80M | 735k | 108.85 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.8 | $64M | 1.4M | 44.31 | |
| FleetCor Technologies | 3.4 | $56M | 302k | 186.54 | |
| Five Below (FIVE) | 2.9 | $49M | 702k | 70.38 | |
| Inspire Med Sys (INSP) | 2.9 | $48M | 798k | 60.28 | |
| Slack Technologies | 2.6 | $44M | 1.6M | 26.84 | |
| Research Solutions (RSSS) | 1.4 | $23M | 7.6M | 2.99 | |
| Elastic N V ord (ESTC) | 1.1 | $18M | 322k | 55.81 | |
| Roku (ROKU) | 0.9 | $15M | 177k | 87.48 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.8 | $14M | 420k | 32.09 | |
| Lyft (LYFT) | 0.5 | $7.8M | 290k | 26.85 | |
| Atara Biotherapeutics | 0.1 | $1.4M | 159k | 8.51 | |
| Diana Shipping (DSX) | 0.0 | $183k | 124k | 1.48 |
