12 West Capital Management LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$971.5M
Holdings
14
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,916,660 | $252.1M | 25.95% | Call |
| 2 | GDDYGODADDY INC | 2,397,801 | $157.3M | 16.20% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $118.0M | 12.15% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 530,808 | $98.6M | 10.15% | |
| 5 | LAURLAUREATE EDUCATION INC | 5,714,721 | $87.1M | 8.97% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 998,000 | $72.8M | 7.49% | Call |
| 7 | TECHBIO TECHNE CORP | 321,212 | $46.5M | 4.79% | |
| 8 | RNGRINGCENTRAL INC | 490,000 | $40.4M | 4.16% | |
| 9 | ROKUROKU INC | 959,782 | $29.4M | 3.03% | |
| 10 | SMARGBPSMARTSHEET INC | 1,084,750 | $27.0M | 2.78% | |
| 11 | MEDMEDIFAST INC | 155,341 | $19.4M | 2.00% | |
| 12 | CDNACAREDX INC | 350,000 | $8.8M | 0.91% | |
| 13 | DSXDIANA SHIPPING INC | 2,713,231 | $8.6M | 0.89% | |
| 14 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $5.5M | 0.57% |