Spyglass Capital Management LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.9T
Holdings
25
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPLKCHFSPLUNK INC | 1,421,564 | $211.3B | 7.22% | |
| 2 | NTNXNUTANIX INC | 6,225,504 | $167.0B | 5.70% | |
| 3 | APPAPPLOVIN CORP | 3,028,074 | $166.8B | 5.70% | |
| 4 | EXASEXACT SCIENCES CORP | 2,379,953 | $166.4B | 5.69% | |
| 5 | LYFTLYFT INC | 4,258,442 | $163.5B | 5.59% | |
| 6 | AMGAFFILIATED MANAGERS GROUP IN | 1,108,552 | $156.3B | 5.34% | |
| 7 | PCRXPACIRA BIOSCIENCES INC | 1,871,040 | $142.8B | 4.88% | |
| 8 | ASNDASCENDIS PHARMA A/S | 1,203,990 | $141.3B | 4.83% | |
| 9 | PANWPALO ALTO NETWORKS INC | 223,627 | $139.2B | 4.76% | |
| 10 | GDDYGODADDY INC | 1,641,907 | $137.4B | 4.70% | |
| 11 | ZEN1EURZENDESK INC | 1,015,273 | $122.1B | 4.17% | |
| 12 | —MOMENTIVE GLOBAL INC | 7,164,629 | $116.5B | 3.98% | |
| 13 | ULTAULTA BEAUTY INC | 276,133 | $110.0B | 3.76% | |
| 14 | AFRMAFFIRM HLDGS INC | 2,375,632 | $109.9B | 3.76% | |
| 15 | T7DTRANSDIGM GROUP INC | 159,416 | $103.9B | 3.55% | |
| 16 | FIVEFIVE BELOW INC | 653,571 | $103.5B | 3.54% | |
| 17 | TWTRUSDTWITTER INC | 2,655,076 | $102.7B | 3.51% | |
| 18 | BFAMBRIGHT HORIZONS FAM SOL IN D | 760,390 | $100.9B | 3.45% | |
| 19 | MTNVAIL RESORTS INC | 380,885 | $99.1B | 3.39% | |
| 20 | BYNDBEYOND MEAT INC | 1,787,786 | $86.4B | 2.95% | |
| 21 | —LESLIES INC | 4,272,203 | $82.7B | 2.83% | |
| 22 | PTONPELOTON INTERACTIVE INC | 2,942,395 | $77.7B | 2.66% | |
| 23 | MTCHMATCH GROUP INC NEW | 554,782 | $60.3B | 2.06% | |
| 24 | CABOCABLE ONE INC | 20,289 | $29.7B | 1.02% | |
| 25 | EVBGEUREVERBRIDGE INC | 671,741 | $29.3B | 1.00% |