Spyglass Capital Management LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$258.4B
Holdings
26
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 130,665 | $15.9B | 6.14% | |
| 2 | TWTRUSDTWITTER INC | 422,567 | $13.9B | 5.38% | |
| 3 | CMGCHIPOTLE MEXICAN GRILL INC | 18,927 | $13.4B | 5.20% | |
| 4 | DOCUDOCUSIGN INC | 247,580 | $12.8B | 4.97% | |
| 5 | ANETEURARISTA NETWORKS INC | 40,333 | $12.7B | 4.91% | |
| 6 | GDDYGODADDY INC | 166,603 | $12.5B | 4.85% | |
| 7 | EVBGEUREVERBRIDGE INC | 163,681 | $12.3B | 4.75% | |
| 8 | EQIXEQUINIX INC | 25,912 | $11.7B | 4.54% | |
| 9 | PWRQUANTA SVCS INC | 301,638 | $11.4B | 4.41% | |
| 10 | PANWPALO ALTO NETWORKS INC | 46,252 | $11.2B | 4.35% | |
| 11 | IMAIMAX CORP | 484,919 | $11.0B | 4.26% | |
| 12 | DC4DEXCOM INC | 91,528 | $10.9B | 4.22% | |
| 13 | ULTAULTA BEAUTY INC | 30,874 | $10.8B | 4.17% | |
| 14 | ASNDASCENDIS PHARMA A S | 90,065 | $10.6B | 4.10% | |
| 15 | RDFNREDFIN CORP | 521,403 | $10.6B | 4.09% | |
| 16 | BFHALLIANCE DATA SYSTEMS CORP | 57,047 | $10.0B | 3.86% | |
| 17 | PCRXPACIRA PHARMACEUTICALS INC | 238,327 | $9.1B | 3.51% | |
| 18 | DATATABLEAU SOFTWARE INC | 67,799 | $8.6B | 3.34% | |
| 19 | AMGAFFILIATED MANAGERS GROUP IN | 78,276 | $8.4B | 3.24% | |
| 20 | ENVUSDENVESTNET INC | 125,782 | $8.2B | 3.18% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 317,846 | $8.1B | 3.14% | |
| 22 | NTNXNUTANIX INC | 209,636 | $7.9B | 3.06% | |
| 23 | TWLOTWILIO INC | 47,512 | $6.1B | 2.38% | |
| 24 | EXASEXACT SCIENCES CORP | 58,802 | $5.1B | 1.97% | |
| 25 | SPLKCHFSPLUNK INC | 37,420 | $4.7B | 1.80% | |
| 26 | TRIPTRIPADVISOR INC | 9,631 | $496.0M | 0.19% |