Spyglass Capital Management LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$885.2B
Holdings
25
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DOCUDOCUSIGN INC | 593,287 | $54.8B | 6.19% | |
| 2 | PANWPALO ALTO NETWORKS INC | 311,654 | $51.1B | 5.77% | |
| 3 | CMGCHIPOTLE MEXICAN GRILL INC | 72,947 | $47.7B | 5.39% | |
| 4 | GDDYGODADDY INC | 826,243 | $47.2B | 5.33% | |
| 5 | EXASEXACT SCIENCES CORP | 722,871 | $41.9B | 4.74% | |
| 6 | SPLKCHFSPLUNK INC | 330,635 | $41.7B | 4.71% | |
| 7 | ANETEURARISTA NETWORKS INC | 204,281 | $41.4B | 4.67% | |
| 8 | ULTAULTA BEAUTY INC | 234,995 | $41.3B | 4.66% | |
| 9 | PFPTPROOFPOINT INC | 397,736 | $40.8B | 4.61% | |
| 10 | PCRXPACIRA BIOSCIENCES | 1,190,537 | $39.9B | 4.51% | |
| 11 | ASNDASCENDIS PHARMA A S | 351,388 | $39.6B | 4.47% | |
| 12 | BFAMBRIGHT HORIZONS FAM SOL IN D | 377,866 | $38.5B | 4.35% | |
| 13 | AMGAFFILIATED MANAGERS GROUP IN | 646,082 | $38.2B | 4.32% | |
| 14 | SVMKUSDSVMK INC | 2,689,068 | $36.3B | 4.10% | |
| 15 | TWTRUSDTWITTER INC | 1,402,606 | $34.4B | 3.89% | |
| 16 | EVBGEUREVERBRIDGE INC | 306,184 | $32.6B | 3.68% | |
| 17 | FIVEFIVE BELOW INC | 453,000 | $31.9B | 3.60% | |
| 18 | MTNVAIL RESORTS INC | 199,513 | $29.5B | 3.33% | |
| 19 | NTNXNUTANIX INC | 1,676,619 | $26.5B | 2.99% | |
| 20 | LYFTLYFT INC | 960,614 | $25.8B | 2.91% | |
| 21 | RDFNREDFIN CORP | 1,572,508 | $24.2B | 2.74% | |
| 22 | EQIXEQUINIX INC | 35,665 | $22.3B | 2.52% | |
| 23 | ENVUSDENVESTNET INC | 399,610 | $21.5B | 2.43% | |
| 24 | DC4DEXCOM INC | 68,485 | $18.4B | 2.08% | |
| 25 | ZUOUSDZUORA INC | 2,178,243 | $17.5B | 1.98% |