12 West Capital Management LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.3B
Holdings
14
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,941,879 | $411.1M | 30.93% | |
| 2 | GDDYGODADDY INC | 2,772,801 | $194.5M | 14.63% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $187.6M | 14.11% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 322,075 | $90.5M | 6.81% | |
| 5 | TECHBIO TECHNE CORP | 356,212 | $74.3M | 5.59% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 998,000 | $72.4M | 5.45% | Call |
| 7 | SMARGBPSMARTSHEET INC | 1,472,700 | $71.3M | 5.36% | |
| 8 | WORKSLACK TECHNOLOGIES INC | 1,556,800 | $58.4M | 4.39% | |
| 9 | LAURLAUREATE EDUCATION INC | 3,670,195 | $57.7M | 4.34% | |
| 10 | RNGRINGCENTRAL INC | 490,000 | $56.3M | 4.24% | |
| 11 | RGENREPLIGEN CORP | 515,524 | $44.3M | 3.33% | |
| 12 | FNKOFUNKO INC | 300,000 | $7.3M | 0.55% | |
| 13 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $3.2M | 0.24% | |
| 14 | DSXDIANA SHIPPING INC | 149,047 | $493K | 0.04% |