12 West Capital Management LP Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$909.4M
Holdings
19
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 2,014,001 | $123.7M | 13.60% | |
| 2 | FLT1EURFLEETCOR TECHNOLOGIES INC | 559,301 | $113.3M | 12.45% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $108.1M | 11.89% | |
| 4 | WTWEURWEIGHT WATCHERS INTL INC NEW | 1,428,388 | $91.0M | 10.01% | |
| 5 | GDSGDS HLDGS LTD | 3,075,000 | $84.4M | 9.28% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 700,000 | $83.4M | 9.17% | |
| 7 | POSTPOST HLDGS INC | 761,851 | $57.7M | 6.35% | |
| 8 | LAURLAUREATE EDUCATION INC | 4,077,181 | $56.1M | 6.16% | |
| 9 | —COLUMBIA PPTY TR INC | 2,154,385 | $44.1M | 4.85% | |
| 10 | EGHT8X8 INC NEW | 1,650,000 | $30.8M | 3.38% | |
| 11 | CBBCINCINNATI BELL INC NEW | 1,646,500 | $22.8M | 2.51% | |
| 12 | WINGWINGSTOP INC | 450,000 | $21.3M | 2.34% | |
| 13 | RNGRINGCENTRAL INC | 300,000 | $19.1M | 2.09% | |
| 14 | DSXDIANA SHIPPING INC | 4,929,989 | $18.0M | 1.98% | |
| 15 | DLTHDULUTH HLDGS INC | 664,181 | $12.4M | 1.37% | |
| 16 | —REIS INC | 358,460 | $7.7M | 0.85% | |
| 17 | ATRAGBXATARA BIOTHERAPEUTICS INC | 178,700 | $7.0M | 0.77% | |
| 18 | FIZZNATIONAL BEVERAGE CORP | 50,000 | $4.5M | 0.49% | |
| 19 | FRPTFRESHPET INC | 252,600 | $4.2M | 0.46% |