Spyglass Capital Management LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.8T
Holdings
25
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPLKCHFSPLUNK INC | 1,672,872 | $226.6B | 5.97% | |
| 2 | AMGAFFILIATED MANAGERS GROUP IN | 1,466,140 | $218.5B | 5.76% | |
| 3 | EXASEXACT SCIENCES CORP | 1,543,155 | $203.4B | 5.36% | |
| 4 | BYNDBEYOND MEAT INC | 1,532,717 | $199.4B | 5.26% | |
| 5 | PANWPALO ALTO NETWORKS INC | 605,853 | $195.1B | 5.14% | |
| 6 | PFPTPROOFPOINT INC | 1,483,570 | $186.6B | 4.92% | |
| 7 | LYFTLYFT INC | 2,941,505 | $185.8B | 4.90% | |
| 8 | XYZSQUARE INC | 802,019 | $182.1B | 4.80% | |
| 9 | TWTRUSDTWITTER INC | 2,833,749 | $180.3B | 4.75% | |
| 10 | ULTAULTA BEAUTY INC | 563,312 | $174.2B | 4.59% | |
| 11 | GDDYGODADDY INC | 1,987,909 | $154.3B | 4.07% | |
| 12 | FIVEFIVE BELOW INC | 798,841 | $152.4B | 4.02% | |
| 13 | NTNXNUTANIX INC | 5,717,897 | $151.9B | 4.00% | |
| 14 | ANETEURARISTA NETWORKS INC | 502,544 | $151.7B | 4.00% | |
| 15 | SVMKUSDSVMK INC | 7,572,519 | $138.7B | 3.66% | |
| 16 | PCRXPACIRA BIOSCIENCES INC | 1,977,897 | $138.6B | 3.65% | |
| 17 | BFAMBRIGHT HORIZONS FAM SOL IN D | 803,736 | $137.8B | 3.63% | |
| 18 | ASNDASCENDIS PHARMA A/S | 971,105 | $125.2B | 3.30% | |
| 19 | MTNVAIL RESORTS INC | 425,832 | $124.2B | 3.27% | |
| 20 | VRMUSDVROOM INC | 3,025,856 | $118.0B | 3.11% | |
| 21 | T7DTRANSDIGM GROUP INC | 173,092 | $101.8B | 2.68% | |
| 22 | SFIXSTITCH FIX INC | 1,990,972 | $98.6B | 2.60% | |
| 23 | CMGCHIPOTLE MEXICAN GRILL INC | 67,996 | $96.6B | 2.55% | |
| 24 | EQIXEQUINIX INC | 120,092 | $81.6B | 2.15% | |
| 25 | EVBGEUREVERBRIDGE INC | 590,650 | $71.6B | 1.89% |