12 West Capital Management LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.9B
Holdings
16
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,988,361 | $795.7M | 41.12% | |
| 2 | SMARGBPSMARTSHEET INC | 4,437,700 | $226.0M | 11.68% | |
| 3 | SHAKSHAKE SHACK INC | 2,802,862 | $148.5M | 7.67% | |
| 4 | RGENREPLIGEN CORP | 1,102,383 | $136.3M | 7.04% | |
| 5 | TXG10X GENOMICS INC | 1,435,000 | $128.2M | 6.62% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 735,000 | $108.9M | 5.63% | |
| 7 | GDDYGODADDY INC | 1,116,483 | $81.9M | 4.23% | |
| 8 | FLT1EURFLEETCOR TECHNOLOGIES INC | 300,312 | $75.5M | 3.90% | |
| 9 | INSPINSPIRE MED SYS INC | 827,452 | $72.0M | 3.72% | |
| 10 | WORKSLACK TECHNOLOGIES INC | 1,796,800 | $55.9M | 2.89% | |
| 11 | XYZSQUARE INC | 475,000 | $49.8M | 2.58% | |
| 12 | FNDFLOOR & DECOR HLDGS INC | 450,163 | $26.0M | 1.34% | |
| 13 | RSSSRESEARCH SOLUTIONS INC | 6,458,076 | $15.3M | 0.79% | |
| 14 | NETCLOUDFLARE INC | 353,200 | $12.7M | 0.66% | |
| 15 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $2.3M | 0.12% | |
| 16 | DSXDIANA SHIPPING INC | 123,614 | $185K | 0.01% |