12 West Capital Management as of June 30, 2020
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 16 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 41.1 | $796M | 10M | 79.66 | |
| Smartsheet Com Cl A (SMAR) | 11.7 | $226M | 4.4M | 50.92 | |
| Shake Shack Cl A (SHAK) | 7.7 | $149M | 2.8M | 52.98 | |
| Repligen Corporation (RGEN) | 7.0 | $136M | 1.1M | 123.61 | |
| 10x Genomics Cl A Com (TXG) | 6.6 | $128M | 1.4M | 89.31 | |
| Alnylam Pharmaceuticals (ALNY) | 5.6 | $109M | 735k | 148.11 | |
| Godaddy Cl A (GDDY) | 4.2 | $82M | 1.1M | 73.33 | |
| FleetCor Technologies | 3.9 | $76M | 300k | 251.53 | |
| Inspire Med Sys (INSP) | 3.7 | $72M | 828k | 87.02 | |
| Slack Technologies Com Cl A | 2.9 | $56M | 1.8M | 31.09 | |
| Square Cl A (SQ) | 2.6 | $50M | 475k | 104.94 | |
| Floor & Decor Hldgs Cl A (FND) | 1.3 | $26M | 450k | 57.65 | |
| Research Solutions (RSSS) | 0.8 | $15M | 6.5M | 2.37 | |
| Cloudflare Cl A Com (NET) | 0.7 | $13M | 353k | 35.95 | |
| Atara Biotherapeutics | 0.1 | $2.3M | 159k | 14.57 | |
| Diana Shipping (DSX) | 0.0 | $185k | 124k | 1.50 |
