12 West Capital Management LP Buys Five Below Inc, Inspire Medical Systems Inc, Research Solutions Inc, Sells Guidewire Software Inc, Funko Inc

• New Purchases: FIVE, RSSS, ESTC, ROKU, FND, LYFT,
• Added Positions: INSP, SHAK, WORK,
• Reduced Positions: FLT, DSX,
• Sold Out: GWRE, FNKO,

For the details of 12 West Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/12+west+capital+management+lp/current-portfolio/portfolio

1. GDS Holdings Ltd (GDS) - 10,941,879 shares, 37.81% of the total portfolio.
2. GoDaddy Inc (GDDY) - 3,837,967 shares, 13.06% of the total portfolio.
3. Smartsheet Inc (SMAR) - 4,437,700 shares, 10.98% of the total portfolio.
4. Repligen Corp (RGEN) - 1,178,524 shares, 6.78% of the total portfolio.
5. Shake Shack Inc (SHAK) - 2,802,862 shares, 6.30% of the total portfolio. Shares added by 7.90%

12 West Capital Management LP initiated holding in Five Below Inc. The purchase prices were between $52.27 and $127.86, with an estimated average price of $102.6. The stock is now traded at around $104.65. The impact to a portfolio due to this purchase was 2.94%. The holding were 701,863 shares as of .

12 West Capital Management LP initiated holding in Research Solutions Inc. The purchase prices were between $2.5 and $3.6, with an estimated average price of $3.31. The stock is now traded at around $3.03. The impact to a portfolio due to this purchase was 1.35%. The holding were 7,591,000 shares as of .

12 West Capital Management LP initiated holding in Elastic NV. The purchase prices were between $44.12 and $73.86, with an estimated average price of $64.79. The stock is now traded at around $85.92. The impact to a portfolio due to this purchase was 1.07%. The holding were 322,356 shares as of .

12 West Capital Management LP initiated holding in Roku Inc. The purchase prices were between $63.84 and $143.37, with an estimated average price of $115.87. The stock is now traded at around $109.51. The impact to a portfolio due to this purchase was 0.92%. The holding were 176,500 shares as of .

12 West Capital Management LP initiated holding in Floor & Decor Holdings Inc. The purchase prices were between $27.16 and $57.7, with an estimated average price of $46.88. The stock is now traded at around $52.00. The impact to a portfolio due to this purchase was 0.8%. The holding were 420,163 shares as of .

12 West Capital Management LP initiated holding in Lyft Inc. The purchase prices were between $16.05 and $53.94, with an estimated average price of $39.96. The stock is now traded at around $31.26. The impact to a portfolio due to this purchase was 0.46%. The holding were 290,000 shares as of .

12 West Capital Management LP added to a holding in Inspire Medical Systems Inc by 1508.09%. The purchase prices were between $41.62 and $89.92, with an estimated average price of $74.25. The stock is now traded at around $81.54. The impact to a portfolio due to this purchase was 2.69%. The holding were 797,452 shares as of .

12 West Capital Management LP sold out a holding in Guidewire Software Inc. The sale prices were between $76.06 and $122.6, with an estimated average price of $104.94.

12 West Capital Management LP sold out a holding in Funko Inc. The sale prices were between $3.64 and $17.57, with an estimated average price of $10.38.