12 West Capital Management LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.6B
Holdings
14
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,941,879 | $438.6M | 28.23% | |
| 2 | SHAKSHAKE SHACK INC | 2,597,736 | $254.7M | 16.40% | |
| 3 | GDDYGODADDY INC | 3,837,967 | $253.2M | 16.30% | |
| 4 | SMARGBPSMARTSHEET INC | 3,332,700 | $120.1M | 7.73% | |
| 5 | FLT1EURFLEETCOR TECHNOLOGIES INC | 322,075 | $92.4M | 5.95% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 998,000 | $80.3M | 5.17% | Call |
| 7 | RGENREPLIGEN CORP | 993,524 | $76.2M | 4.91% | |
| 8 | TECHBIO TECHNE CORP | 356,212 | $69.7M | 4.49% | |
| 9 | RNGRINGCENTRAL INC | 490,000 | $61.6M | 3.96% | |
| 10 | LAURLAUREATE EDUCATION INC | 3,670,195 | $60.8M | 3.92% | |
| 11 | WORKSLACK TECHNOLOGIES INC | 1,556,800 | $36.9M | 2.38% | |
| 12 | FNKOFUNKO INC | 300,000 | $6.2M | 0.40% | |
| 13 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $2.2M | 0.14% | |
| 14 | DSXDIANA SHIPPING INC | 149,047 | $504K | 0.03% |