12 West Capital Management LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.2B
Holdings
21
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 4,524,725 | $181.4M | 14.96% | |
| 2 | SHAKSHAKE SHACK INC | 2,597,736 | $171.9M | 14.18% | |
| 3 | GDDYGODADDY INC | 2,107,001 | $148.8M | 12.27% | |
| 4 | WTWEURWEIGHT WATCHERS INTL INC NEW | 1,428,388 | $144.4M | 11.91% | |
| 5 | FLT1EURFLEETCOR TECHNOLOGIES INC | 559,301 | $117.8M | 9.72% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 960,500 | $94.6M | 7.80% | Call |
| 7 | LAURLAUREATE EDUCATION INC | 5,082,306 | $72.8M | 6.01% | |
| 8 | POSTPOST HLDGS INC | 796,851 | $68.5M | 5.65% | |
| 9 | —COLUMBIA PPTY TR INC | 2,154,385 | $48.9M | 4.03% | |
| 10 | FIZZNATIONAL BEVERAGE CORP | 297,359 | $31.8M | 2.62% | |
| 11 | RNGRINGCENTRAL INC | 380,000 | $26.7M | 2.20% | |
| 12 | DSXDIANA SHIPPING INC | 4,929,989 | $23.7M | 1.96% | |
| 13 | —RYB ED INC | 907,200 | $17.8M | 1.47% | |
| 14 | CBBCINCINNATI BELL INC NEW | 1,100,000 | $17.3M | 1.42% | |
| 15 | HNMORMAT TECHNOLOGIES INC | 305,374 | $16.2M | 1.34% | |
| 16 | CDNACAREDX INC | 1,150,000 | $14.1M | 1.16% | |
| 17 | —REIS INC | 358,460 | $7.8M | 0.64% | |
| 18 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $5.8M | 0.48% | |
| 19 | SMARGBPSMARTSHEET INC | 42,500 | $1.1M | 0.09% | |
| 20 | —LINDBLAD EXPEDITIONS HLDGS I | 309,872 | $790K | 0.07% | |
| 21 | STIMNEURONETICS INC | 11,000 | $293K | 0.02% |