12 West Capital Management LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$827.1M
Holdings
18
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLT1EURFLEETCOR TECHNOLOGIES INC | 910,776 | $175.3M | 21.19% | |
| 2 | SHAKSHAKE SHACK INC | 2,597,736 | $112.2M | 13.57% | |
| 3 | GDDYGODADDY INC | 2,014,001 | $101.3M | 12.24% | |
| 4 | ALNYALNYLAM PHARMACEUTICALS INC | 700,000 | $88.9M | 10.75% | |
| 5 | POSTPOST HLDGS INC | 761,851 | $60.4M | 7.30% | |
| 6 | LAURLAUREATE EDUCATION INC | 4,077,181 | $55.3M | 6.68% | |
| 7 | —COLUMBIA PPTY TR INC | 2,154,385 | $49.4M | 5.98% | |
| 8 | WTWEURWEIGHT WATCHERS INTL INC NEW | 823,388 | $36.5M | 4.41% | |
| 9 | HNMORMAT TECHNOLOGIES INC | 460,100 | $29.4M | 3.56% | |
| 10 | EGHT8X8 INC NEW | 1,650,000 | $23.3M | 2.81% | |
| 11 | CBBCINCINNATI BELL INC NEW | 1,011,500 | $21.1M | 2.55% | |
| 12 | DSXDIANA SHIPPING INC | 4,929,989 | $20.1M | 2.43% | |
| 13 | RNGRINGCENTRAL INC | 300,000 | $14.5M | 1.76% | |
| 14 | DLTHDULUTH HLDGS INC | 664,181 | $11.9M | 1.43% | |
| 15 | —RYB ED INC | 568,957 | $9.6M | 1.16% | |
| 16 | —REIS INC | 380,000 | $7.8M | 0.95% | |
| 17 | ATRAGBXATARA BIOTHERAPEUTICS INC | 398,700 | $7.2M | 0.87% | |
| 18 | WINGWINGSTOP INC | 76,200 | $3.0M | 0.36% |