12 West Capital Management LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.2B
Holdings
13
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,916,678 | $389.6M | 31.79% | |
| 2 | GDDYGODADDY INC | 2,772,801 | $208.5M | 17.01% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $153.7M | 12.54% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 482,338 | $118.9M | 9.70% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 998,000 | $93.3M | 7.61% | Call |
| 6 | TECHBIO TECHNE CORP | 356,212 | $70.7M | 5.77% | |
| 7 | SMARGBPSMARTSHEET INC | 1,356,490 | $55.3M | 4.51% | |
| 8 | LAURLAUREATE EDUCATION INC | 3,670,195 | $54.9M | 4.48% | |
| 9 | RNGRINGCENTRAL INC | 490,000 | $52.8M | 4.31% | |
| 10 | MEDMEDIFAST INC | 115,341 | $14.7M | 1.20% | |
| 11 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $6.3M | 0.51% | |
| 12 | FNKOFUNKO INC | 260,000 | $5.6M | 0.46% | |
| 13 | DSXDIANA SHIPPING INC | 440,036 | $1.2M | 0.10% |