149 is the total number of securities 12 West Capital Management LP has owned. The longest 12 West Capital Management LP has owned a single stock is 36 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FLT | FLEETCOR TECHNOLOGIES INC | 36 | 36 | 1.38% | 16.78% | 35.35% | Q2 2013 | Q1 2022 | 36 |
| SHAK | SHAKE SHACK INC | 35 | 35 | 0.04% | 8.08% | 16.40% | Q1 2015 | Q3 2023 | 35 |
| DSX | DIANA SHIPPING INC | 31 | 31 | 0.01% | 1.60% | 4.07% | Q2 2013 | Q4 2020 | 31 |
| ALNY | ALNYLAM PHARMACEUTICAL... | 26 | 26 | 3.80% | 6.66% | 11.50% | Q3 2014 | Q4 2020 | 26 |
| GDS | GDS HLDGS LTD | 23 | 23 | 4.80% | 23.89% | 41.12% | Q1 2018 | Q3 2023 | 23 |
| SMAR | SMARTSHEET INC | 22 | 22 | 0.09% | 6.08% | 12.57% | Q2 2018 | Q3 2023 | 22 |
| ATRA | ATARA BIOTHERAPEUTICS INC | 21 | 21 | 0.08% | 0.73% | 1.63% | Q3 2015 | Q3 2020 | 21 |
| RGEN | REPLIGEN CORP | 18 | 18 | 3.33% | 8.51% | 13.47% | Q2 2019 | Q3 2023 | 18 |
| DOOR | MASONITE INTL CORP NEW | 16 | 16 | 10.45% | 14.25% | 19.95% | Q3 2013 | Q2 2017 | 16 |
| GDDY | GODADDY INC | 14 | 14 | 4.23% | 13.41% | 17.01% | Q1 2017 | Q2 2020 | 14 |
| NET | CLOUDFLARE INC | 14 | 14 | 0.62% | 1.01% | 1.82% | Q2 2020 | Q3 2023 | 14 |
| ANWWQ | AEGEAN MARINE PETROLEU... | 12 | 12 | 3.17% | 4.47% | 6.06% | Q2 2013 | Q1 2016 | 12 |
| WMS | ADVANCED DRAIN SYS INC... | 11 | 11 | 3.70% | 13.12% | 18.03% | Q3 2014 | Q1 2017 | 11 |
| RBLX | ROBLOX CORP | 11 | 11 | 3.58% | 9.18% | 19.05% | Q1 2021 | Q3 2023 | 11 |
| WW | WEIGHT WATCHERS INTL I... | 11 | 11 | 0.88% | 4.05% | 11.91% | Q1 2016 | Q3 2018 | 11 |
| WING | WINGSTOP INC | 11 | 11 | 0.36% | 3.55% | 5.94% | Q3 2015 | Q1 2018 | 11 |
| PCOR | PROCORE TECHNOLOGIES INC | 10 | 10 | 5.57% | 12.95% | 19.55% | Q2 2021 | Q3 2023 | 10 |
| UTIW | UTI WORLDWIDE INC | 10 | 10 | 2.21% | 7.96% | 14.08% | Q2 2013 | Q3 2015 | 10 |
| SPT | SPROUT SOCIAL INC | 10 | 10 | 1.49% | 2.90% | 3.95% | Q3 2020 | Q4 2022 | 10 |
| DCIX | DIANA CONTAINERSHIPS INC | 10 | 10 | 0.16% | 2.83% | 5.16% | Q2 2014 | Q3 2016 | 10 |
| TXG | 10X GENOMICS INC | 9 | 9 | 4.82% | 11.64% | 16.58% | Q2 2020 | Q2 2022 | 9 |
| LAUR | LAUREATE EDUCATION INC | 9 | 9 | 3.92% | 5.74% | 8.96% | Q3 2017 | Q3 2019 | 9 |
| CXM | SPRINKLR INC | 9 | 9 | 1.84% | 4.58% | 6.38% | Q3 2021 | Q3 2023 | 9 |
| AT | ATLANTIC PWR CORP | 9 | 9 | 1.98% | 2.59% | 3.79% | Q2 2015 | Q2 2017 | 9 |
| FRSH | PAPA MURPHYS HLDGS INC | 6 | 3 | 0.52% | 0.93% | 1.18% | Q2 2015 | Q3 2017 | 9 |
| RGDXQ | RESPONSE GENETICS INC | 9 | 9 | 0.09% | 0.34% | 0.78% | Q2 2013 | Q2 2015 | 9 |
| TOAST INC | 8 | 8 | 0.90% | 5.42% | 8.70% | Q4 2021 | Q3 2023 | 8 | |
| CFLT | CONFLUENT INC | 8 | 8 | 3.58% | 4.58% | 6.53% | Q4 2021 | Q3 2023 | 8 |
| RNG | RINGCENTRAL INC | 8 | 8 | 1.76% | 3.16% | 4.31% | Q4 2017 | Q3 2019 | 8 |
| CWST | CASELLA WASTE SYS INC | 8 | 8 | 1.66% | 2.52% | 3.41% | Q2 2013 | Q1 2015 | 8 |
| DLTH | DULUTH HLDGS INC | 8 | 8 | 0.59% | 1.47% | 2.26% | Q2 2016 | Q1 2018 | 8 |
| SQ | SQUARE INC | 7 | 7 | 1.86% | 3.45% | 4.44% | Q2 2020 | Q4 2021 | 7 |
| APPF | APPFOLIO INC | 7 | 7 | 0.58% | 2.85% | 4.96% | Q1 2022 | Q3 2023 | 7 |
| ALNY | ALNYLAM PHARMACEUTICAL... | 7 | 7 | 1.36% | 1.71% | 2.00% | Q2 2018 | Q4 2019 | 7 |
| MED | MEDIFAST INC | 4 | 3 | 1.02% | 1.56% | 2.43% | Q3 2014 | Q1 2019 | 7 |
| LGVU | LONGVIEW ACQUISITION C... | 7 | 7 | 0.63% | 0.88% | 1.30% | Q1 2021 | Q3 2022 | 7 |
| HUGSU | USHG ACQUISITION CORP | 7 | 7 | 0.52% | 0.75% | 1.09% | Q1 2021 | Q3 2022 | 7 |
| ALLE | ALLEGION PUB LTD CO | 6 | 6 | 4.44% | 6.14% | 8.28% | Q1 2014 | Q2 2015 | 6 |
| ASCMA | ASCENT CAP GROUP INC | 4 | 2 | 1.95% | 5.78% | 7.73% | Q2 2013 | Q4 2014 | 6 |
| TECH | BIO-TECHNE CORP | 5 | 1 | 1.32% | 4.39% | 5.77% | Q3 2018 | Q3 2022 | 6 |
| ESEA | EUROSEAS LTD | 6 | 6 | 0.88% | 1.38% | 2.23% | Q1 2014 | Q2 2015 | 6 |
| BLT | BLOUNT INTL INC NEW | 4 | 1 | 6.05% | 6.70% | 8.05% | Q2 2013 | Q3 2014 | 5 |
| POST | POST HLDGS INC | 5 | 5 | 5.09% | 6.55% | 8.36% | Q3 2017 | Q3 2018 | 5 |
| CXP | COLUMBIA PPTY TR INC | 5 | 5 | 4.04% | 5.92% | 8.16% | Q2 2017 | Q2 2018 | 5 |
| ASAN | ASANA INC | 5 | 5 | 1.92% | 4.19% | 6.63% | Q1 2021 | Q1 2022 | 5 |
| SHEN | SHENANDOAH TELECOMMUNI... | 5 | 5 | 2.74% | 4.04% | 5.59% | Q3 2013 | Q3 2014 | 5 |
| LBYYQ | LIBBEY INC | 5 | 5 | 2.44% | 2.91% | 3.51% | Q2 2013 | Q2 2014 | 5 |
| WORK | SLACK TECHNOLOGIES INC | 5 | 5 | 2.21% | 2.89% | 4.39% | Q2 2019 | Q2 2020 | 5 |
| CBB | CINCINNATI BELL INC NEW | 5 | 5 | 1.42% | 2.51% | 3.56% | Q2 2017 | Q2 2018 | 5 |
| EVCM | EVERCOMMERCE INC | 5 | 5 | 0.89% | 1.02% | 1.23% | Q3 2021 | Q3 2022 | 5 |
| ARIS | ARI NETWORK SVCS INC | 3 | 2 | 0.65% | 0.83% | 1.06% | Q4 2013 | Q1 2017 | 5 |
| VNCE | VINCE HLDG CORP | 5 | 5 | 0.38% | 0.81% | 1.04% | Q1 2016 | Q1 2017 | 5 |
| ESEA | EUROSEAS LTD | 5 | 5 | 0.29% | 0.42% | 0.76% | Q3 2015 | Q3 2016 | 5 |
| CASLQ | CASTLE A M & CO | 4 | 4 | 4.72% | 5.04% | 5.29% | Q2 2013 | Q1 2014 | 4 |
| LAD | LITHIA MTRS INC | 4 | 4 | 2.69% | 3.40% | 4.03% | Q4 2022 | Q3 2023 | 4 |
| INSP | INSPIRE MED SYS INC | 4 | 4 | 0.23% | 2.61% | 3.72% | Q4 2019 | Q3 2020 | 4 |
| IDIX | IDENIX PHARMACEUTICALS... | 4 | 4 | 1.32% | 2.29% | 4.42% | Q3 2013 | Q2 2014 | 4 |
| ISRG | INTUITIVE SURGICAL INC | 4 | 4 | 0.38% | 2.06% | 2.96% | Q4 2022 | Q3 2023 | 4 |
| RYB | RYB ED INC | 2 | 2 | 0.73% | 1.43% | 2.36% | Q3 2017 | Q3 2018 | 4 |
| GPI | GROUP 1 AUTOMOTIVE INC | 4 | 4 | 1.17% | 1.35% | 1.56% | Q4 2022 | Q3 2023 | 4 |
| ENFUSION INC | 3 | 1 | 0.23% | 1.14% | 1.83% | Q1 2022 | Q3 2023 | 4 | |
| ZU | ZULILY INC | 4 | 4 | 0.59% | 1.11% | 1.49% | Q3 2014 | Q2 2015 | 4 |
| REIS | REIS INC | 4 | 4 | 0.64% | 0.85% | 0.96% | Q3 2017 | Q2 2018 | 4 |
| RSSS | RESEARCH SOLUTIONS INC | 4 | 4 | 0.54% | 0.82% | 1.35% | Q1 2020 | Q4 2020 | 4 |
| FNKO | FUNKO INC | 4 | 4 | 0.32% | 0.43% | 0.55% | Q1 2019 | Q4 2019 | 4 |
| TRIP | TRIPADVISOR INC | 2 | 1 | 9.67% | 11.34% | 12.43% | Q2 2013 | Q2 2014 | 3 |
| SE | SEA LTD | 3 | 3 | 5.33% | 5.83% | 6.14% | Q1 2022 | Q3 2022 | 3 |
| ZLTQ | ZELTIQ AESTHETICS INC | 3 | 3 | 2.60% | 4.82% | 7.35% | Q2 2016 | Q4 2016 | 3 |
| MRVI | MARAVAI LIFESCIENCES H... | 3 | 3 | 3.09% | 4.18% | 5.85% | Q1 2023 | Q3 2023 | 3 |
| GRUB | GRUBHUB INC | 2 | 1 | 1.93% | 3.76% | 6.92% | Q1 2015 | Q4 2015 | 3 |
| DDOG | DATADOG INC | 3 | 3 | 2.82% | 3.73% | 4.24% | Q1 2023 | Q3 2023 | 3 |
| ORA | ORMAT TECHNOLOGIES INC | 2 | 1 | 1.34% | 2.94% | 3.93% | Q3 2017 | Q2 2018 | 3 |
| ROKU | ROKU INC | 2 | 1 | 0.92% | 2.64% | 3.97% | Q3 2018 | Q1 2020 | 3 |
| KRUS | KURA SUSHI USA INC | 3 | 3 | 0.08% | 2.19% | 3.70% | Q1 2023 | Q3 2023 | 3 |
| ONEM | 1LIFE HEALTHCARE INC | 3 | 3 | 1.92% | 1.93% | 1.93% | Q3 2020 | Q1 2021 | 3 |
| RELYQ | REAL IND INC | 3 | 3 | 1.57% | 1.70% | 1.78% | Q2 2015 | Q4 2015 | 3 |
| FND | FLOOR & DECOR HLDGS INC | 3 | 3 | 0.80% | 1.26% | 1.64% | Q1 2020 | Q3 2020 | 3 |
| CDNA | CAREDX INC | 3 | 3 | 0.91% | 1.05% | 1.16% | Q2 2018 | Q4 2018 | 3 |
| TRUP | TRUPANION INC | 3 | 3 | 0.51% | 0.79% | 1.11% | Q1 2023 | Q3 2023 | 3 |
| GO | GROCERY OUTLET HLDG CORP | 3 | 3 | 0.49% | 0.60% | 0.78% | Q1 2023 | Q3 2023 | 3 |
| GRINDR INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 | |
| MIC | MACQUARIE INFRASTR CO LLC | 2 | 2 | 6.34% | 6.69% | 7.04% | Q2 2013 | Q3 2013 | 2 |
| CMG | CHIPOTLE MEXICAN GRILL... | 2 | 2 | 3.26% | 5.90% | 8.54% | Q1 2016 | Q2 2016 | 2 |
| SALE | RETAILMENOT INC | 2 | 2 | 3.52% | 3.62% | 3.72% | Q3 2014 | Q4 2014 | 2 |
| SPORTRADAR GROUP AG | 2 | 2 | 3.02% | 3.16% | 3.30% | Q2 2023 | Q3 2023 | 2 | |
| EGHT | 8X8 INC NEW | 2 | 2 | 2.81% | 3.10% | 3.38% | Q4 2017 | Q1 2018 | 2 |
| FIT | FITBIT INC | 2 | 2 | 2.89% | 2.99% | 3.09% | Q1 2016 | Q2 2016 | 2 |
| VVV | VALVOLINE INC | 2 | 2 | 2.67% | 2.80% | 2.94% | Q4 2022 | Q1 2023 | 2 |
| NORD | NORD ANGLIA EDUCATION INC | 2 | 2 | 1.91% | 2.37% | 2.83% | Q4 2016 | Q1 2017 | 2 |
| FIVE | FIVE BELOW INC | 1 | 1 | 0.98% | 1.96% | 2.94% | Q4 2015 | Q1 2020 | 2 |
| GRINDR INC | 2 | 2 | 0.90% | 1.70% | 2.50% | Q1 2023 | Q2 2023 | 2 | |
| FIZZ | NATIONAL BEVERAGE CORP | 2 | 2 | 0.49% | 1.56% | 2.62% | Q1 2018 | Q2 2018 | 2 |
| PRMW | PRIMO WTR CORP | 2 | 2 | 0.91% | 1.38% | 1.85% | Q2 2017 | Q3 2017 | 2 |
| INSYQ | INSYS THERAPEUTICS INC... | 2 | 2 | 1.30% | 1.34% | 1.39% | Q1 2016 | Q2 2016 | 2 |
| SNOW | SNOWFLAKE INC | 2 | 2 | 0.74% | 1.24% | 1.74% | Q2 2022 | Q3 2022 | 2 |
| NCINO INC | 2 | 2 | 1.00% | 1.03% | 1.05% | Q1 2022 | Q2 2022 | 2 | |
| PACB | PACIFIC BIOSCIENCES CA... | 2 | 2 | 0.72% | 0.86% | 0.99% | Q2 2022 | Q3 2022 | 2 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2 | 2 | 0.76% | 0.78% | 0.80% | Q2 2022 | Q3 2022 | 2 |
| GDS | GDS HLDGS LTD | 2 | 2 | 0.48% | 0.50% | 0.52% | Q3 2018 | Q4 2018 | 2 |
| EPAM | EPAM SYS INC | 2 | 2 | 0.31% | 0.35% | 0.40% | Q4 2022 | Q1 2023 | 2 |
| NTSP | NETSPEND HLDGS INC | 1 | 1 | 14.96% | 14.96% | 14.96% | Q2 2013 | Q2 2013 | 1 |
| PLAY | DAVE & BUSTERS ENTMT INC | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2016 | Q3 2016 | 1 |
| BLOUNT INTL INC NEW | 1 | 1 | 6.32% | 6.32% | 6.32% | Q2 2014 | Q2 2014 | 1 | |
| PODD | INSULET CORP | 1 | 1 | 5.02% | 5.02% | 5.02% | Q1 2016 | Q1 2016 | 1 |
| ASCENT CAP GROUP INC | 1 | 1 | 4.80% | 4.80% | 4.80% | Q2 2014 | Q2 2014 | 1 | |
| CNDT | CONDUENT INC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q1 2017 | Q1 2017 | 1 |
| SE | SEA LTD | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2020 | Q1 2020 | 1 |
| SHFL | SHFL ENTMT INC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2013 | Q2 2013 | 1 |
| NTRI | NUTRI SYS INC NEW | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2014 | Q3 2014 | 1 |
| GWRE | GUIDEWIRE SOFTWARE INC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2019 | Q4 2019 | 1 |
| GLUU | GLU MOBILE INC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2015 | Q3 2015 | 1 |
| TRIP | TRIPADVISOR INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2013 | Q3 2013 | 1 |
| DSCI | DERMA SCIENCES INC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2013 | Q2 2013 | 1 |
| RATE | BANKRATE INC DEL | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2016 | Q1 2016 | 1 |
| GRUB | GRUBHUB INC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2015 | Q4 2015 | 1 |
| BLDR | BUILDERS FIRSTSOURCE INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2016 | Q3 2016 | 1 |
| ACVA | ACV AUCTIONS INC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
| SEAS | SEAWORLD ENTMT INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2015 | Q1 2015 | 1 |
| PNK | PINNACLE ENTMT INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2014 | Q3 2014 | 1 |
| ECOM | CHANNELADVISOR CORP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2014 | Q3 2014 | 1 |
| NCS | NCI BUILDING SYS INC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2014 | Q3 2014 | 1 |
| ESTC | ELASTIC N V | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2020 | Q1 2020 | 1 |
| VRA | VERA BRADLEY INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2016 | Q3 2016 | 1 |
| ATLASSIAN CORPORATION | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 | |
| ETSY | ETSY INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2017 | Q1 2017 | 1 |
| NVTA | INVITAE CORP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2018 | Q3 2018 | 1 |
| ATARA BIOTHERAPEUTICS INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2015 | Q2 2015 | 1 | |
| VITA COCO CO INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 | |
| API | AGORA INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2020 | Q3 2020 | 1 |
| AMPLITUDE INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2022 | Q1 2022 | 1 | |
| AFRM | AFFIRM HLDGS INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
| UPST | UPSTART HLDGS INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
| PI | IMPINJ INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
| NDLS | NOODLES & CO | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2016 | Q2 2016 | 1 |
| BTH | BLYTH INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2014 | Q3 2014 | 1 |
| BREW | CRAFT BREW ALLIANCE INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
| LYFT | LYFT INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
| FRPT | FRESHPET INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2018 | Q1 2018 | 1 |
| AN | AUTONATION INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
| FIVN | FIVE9 INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
| FIRST WATCH RESTAURANT... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 | |
| GSUM | GRIDSUM HLDG INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
| DERMTECH INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 | |
| FLL | FULL HOUSE RESORTS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
| GITLAB INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 | |
| PNK | PINNACLE ENTMT INC NEW | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
| LINDW | LINDBLAD EXPEDITIONS H... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
| GEGSQ | GLOBAL GEOPHYSICAL SVC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
| STIM | NEURONETICS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
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The securities at the top of the list , including FLEETCOR TECHNOLOGIES INC, SHAKE SHACK INC, and DIANA SHIPPING INC, are the highest-conviction holdings of 12 West Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by 12 West Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that 12 West Capital Management LP owns currently or has owned in the past.