12 West Capital Management LP Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$1.4B
Holdings
18
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 9,594,814 | $337.1M | 24.74% | Call |
| 2 | GDDYGODADDY INC | 2,107,001 | $175.7M | 12.90% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $163.7M | 12.01% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 546,284 | $124.5M | 9.14% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 960,500 | $84.1M | 6.17% | Call |
| 6 | LAURLAUREATE EDUCATION INC | 5,082,306 | $78.5M | 5.76% | |
| 7 | POSTPOST HLDGS INC | 706,851 | $69.3M | 5.09% | |
| 8 | WTWEURWEIGHT WATCHERS INTL INC NEW | 928,388 | $66.8M | 4.91% | |
| 9 | TECHBIO TECHNE CORP | 291,212 | $59.4M | 4.36% | |
| 10 | ROKUROKU INC | 739,782 | $54.0M | 3.97% | |
| 11 | RNGRINGCENTRAL INC | 380,000 | $35.4M | 2.60% | |
| 12 | —RYB ED INC | 1,524,713 | $32.1M | 2.36% | |
| 13 | MEDMEDIFAST INC | 115,341 | $25.6M | 1.88% | |
| 14 | DSXDIANA SHIPPING INC | 4,929,989 | $20.3M | 1.49% | |
| 15 | CDNACAREDX INC | 509,191 | $14.7M | 1.08% | |
| 16 | NVTA1EURINVITAE CORP | 800,000 | $13.4M | 0.98% | |
| 17 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $6.6M | 0.48% | |
| 18 | SMARGBPSMARTSHEET INC | 42,500 | $1.3M | 0.10% |