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
These are the top 5 holdings of 12 West Capital Management LP- GDS Holdings Ltd (GDS) - 10,941,879 shares, 30.93% of the total portfolio. Shares added by 0.23%
- GoDaddy Inc (GDDY) - 2,772,801 shares, 14.63% of the total portfolio.
- Shake Shack Inc (SHAK) - 2,597,736 shares, 14.11% of the total portfolio.
- Fleetcor Technologies Inc (FLT) - 322,075 shares, 6.81% of the total portfolio. Shares reduced by 33.23%
- Bio-Techne Corp (TECH) - 356,212 shares, 5.59% of the total portfolio.
12 West Capital Management LP initiated holding in Slack Technologies Inc. The purchase prices were between $35.2 and $38.62, with an estimated average price of $36.82. The stock is now traded at around $30.56. The impact to a portfolio due to this purchase was 4.39%. The holding were 1,556,800 shares as of .
New Purchase: Repligen Corp (RGEN)12 West Capital Management LP initiated holding in Repligen Corp. The purchase prices were between $54.2 and $85.95, with an estimated average price of $67.97. The stock is now traded at around $92.46. The impact to a portfolio due to this purchase was 3.33%. The holding were 515,524 shares as of .
Sold Out: Medifast Inc (MED)12 West Capital Management LP sold out a holding in Medifast Inc. The sale prices were between $126.41 and $157.08, with an estimated average price of $138.99.
Here is the complete portfolio of 12 West Capital Management LP. Also check out:
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