12 West Capital Management LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.7B
Holdings
18
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,941,879 | $634.3M | 37.81% | |
| 2 | GDDYGODADDY INC | 3,837,967 | $219.2M | 13.06% | |
| 3 | SMARGBPSMARTSHEET INC | 4,437,700 | $184.2M | 10.98% | |
| 4 | RGENREPLIGEN CORP | 1,178,524 | $113.8M | 6.78% | |
| 5 | SHAKSHAKE SHACK INC | 2,802,862 | $105.8M | 6.30% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 735,000 | $80.0M | 4.77% | |
| 7 | SESEA LTD | 1,446,900 | $64.1M | 3.82% | Put |
| 8 | FLT1EURFLEETCOR TECHNOLOGIES INC | 301,575 | $56.3M | 3.35% | |
| 9 | FIVEFIVE BELOW INC | 701,863 | $49.4M | 2.94% | |
| 10 | INSPINSPIRE MED SYS INC | 797,452 | $48.1M | 2.87% | |
| 11 | WORKSLACK TECHNOLOGIES INC | 1,631,800 | $43.8M | 2.61% | |
| 12 | RSSSRESEARCH SOLUTIONS INC | 7,591,000 | $22.7M | 1.35% | |
| 13 | ESTCELASTIC N V | 322,356 | $18.0M | 1.07% | |
| 14 | ROKUROKU INC | 176,500 | $15.4M | 0.92% | |
| 15 | FNDFLOOR & DECOR HLDGS INC | 420,163 | $13.5M | 0.80% | |
| 16 | LYFTLYFT INC | 290,000 | $7.8M | 0.46% | |
| 17 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $1.4M | 0.08% | |
| 18 | DSXDIANA SHIPPING INC | 123,614 | $183K | 0.01% |