12 West Capital Management LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.6B
Holdings
13
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 10,941,879 | $564.4M | 35.60% | |
| 2 | GDDYGODADDY INC | 3,837,967 | $260.7M | 16.44% | |
| 3 | SMARGBPSMARTSHEET INC | 4,437,700 | $199.3M | 12.57% | |
| 4 | SHAKSHAKE SHACK INC | 2,597,736 | $154.7M | 9.76% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 998,000 | $114.9M | 7.25% | Call |
| 6 | RGENREPLIGEN CORP | 1,178,524 | $109.0M | 6.88% | |
| 7 | FLT1EURFLEETCOR TECHNOLOGIES INC | 322,075 | $92.7M | 5.84% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 389,700 | $42.8M | 2.70% | |
| 9 | WORKSLACK TECHNOLOGIES INC | 1,556,800 | $35.0M | 2.21% | |
| 10 | FNKOFUNKO INC | 300,000 | $5.1M | 0.32% | |
| 11 | INSPINSPIRE MED SYS INC | 49,590 | $3.7M | 0.23% | |
| 12 | ATRAGBXATARA BIOTHERAPEUTICS INC | 158,700 | $2.6M | 0.16% | |
| 13 | DSXDIANA SHIPPING INC | 149,047 | $464K | 0.03% |