12 West Capital Management’s CareDx CDNA Stock Holding History

12 West Capital Management’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-350,000	Closed	-$8.8M	–	15
2018 Q4	$8.8M	Sell	350,000 -159,191	-31%	-$4.09M	0.91%	13
2018 Q3	$14.7M	Sell	509,191 -640,809	-56%	-$12M	1.08%	16
2018 Q2	$14.1M	Buy	+1,150,000	New	+$13.2M	1.16%	17

Other funds holding CDNA

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

12 West Capital Management's CDNA Position: Q1 2019 in Review

12 West Capital Management sold out of CareDx (CDNA) in Q1 2019, closing a stake of 350,000 shares — an estimated $8.8M sold.

12 West Capital Management first reported a position in CDNA in Q2 2018 and held it in 3 quarters. The position peaked at $14.7M in Q3 2018. 182 funds tracked by Wall St. Rank hold CDNA as of Q1 2019.

12 West Capital Management reported no remaining CareDx position as of Q1 2019 after selling out during the quarter.
12 West Capital Management sold 350,000 CareDx shares in Q1 2019, an estimated $8.8M.
12 West Capital Management first reported a position in CareDx in Q2 2018 and held it in 3 quarters.
12 West Capital Management's CareDx position peaked at $14.7M in Q3 2018.
182 funds tracked by Wall St. Rank held CareDx as of Q1 2019.

Based on 12 West Capital Management's 13F filing for Q1 2019, filed 15 May 2019.