12 West Capital Management as of March 31, 2017
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
FleetCor Technologies | 20.3 | $102M | 673k | 151.43 | |
Masonite International | 14.4 | $73M | 915k | 79.25 | |
Godaddy Inc cl a (GDDY) | 12.1 | $61M | 1.6M | 37.90 | |
Advanced Drain Sys Inc Del (WMS) | 10.7 | $54M | 2.5M | 21.90 | |
Alnylam Pharmaceuticals (ALNY) | 7.1 | $36M | 700k | 51.25 | |
Shake Shack Inc cl a (SHAK) | 6.4 | $32M | 962k | 33.40 | |
Wingstop (WING) | 5.9 | $30M | 1.1M | 28.28 | |
Conduent Incorporate (CNDT) | 4.6 | $23M | 1.4M | 16.78 | |
Diana Shipping (DSX) | 4.1 | $21M | 4.4M | 4.62 | |
Atlantic Power Corporation | 3.8 | $19M | 7.2M | 2.65 | |
Nord Anglia Education | 2.8 | $14M | 561k | 25.34 | |
Weight Watchers International | 1.9 | $9.3M | 598k | 15.57 | |
Atara Biotherapeutics | 1.6 | $8.2M | 399k | 20.55 | |
ARI Network Services | 1.1 | $5.3M | 1.0M | 5.20 | |
Papa Murphys Hldgs | 1.0 | $5.1M | 1.1M | 4.77 | |
Etsy (ETSY) | 1.0 | $5.1M | 476k | 10.63 | |
Duluth Holdings (DLTH) | 0.8 | $4.0M | 190k | 21.29 | |
Vince Hldg | 0.4 | $1.9M | 1.2M | 1.55 |