Spyglass Capital Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.3B
Holdings
25
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 416,602 | $83.2T | 6274138.77% | |
| 2 | ASNDASCENDIS PHARMA A/S | 713,966 | $76.6T | 5771930.10% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 543,250 | $72.6T | 5473169.89% | |
| 4 | NTNXNUTANIX INC | 2,776,370 | $72.2T | 5440657.00% | |
| 5 | EXASEXACT SCIENCES CORP | 1,041,446 | $70.6T | 5324737.78% | |
| 6 | PSTGPURE STORAGE INC | 2,726,679 | $69.6T | 5244597.90% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 2,699,979 | $66.7T | 5030380.74% | |
| 8 | GDDYGODADDY INC | 845,508 | $65.7T | 4954710.01% | |
| 9 | ROKUROKU INC | 928,408 | $61.1T | 4607490.85% | |
| 10 | T7DTRANSDIGM GROUP INC | 79,879 | $58.9T | 4439124.21% | |
| 11 | DDOGDATADOG INC | 810,142 | $58.9T | 4438377.83% | |
| 12 | AMGAFFILIATED MANAGERS GROUP IN | 400,765 | $57.1T | 4303566.24% | |
| 13 | FIVEFIVE BELOW INC | 276,981 | $57.0T | 4301517.34% | |
| 14 | MTCHMATCH GROUP INC NEW | 1,356,597 | $52.1T | 3926781.10% | |
| 15 | —LESLIES INC | 4,708,463 | $51.8T | 3908716.85% | |
| 16 | SPLKCHFSPLUNK INC | 487,416 | $46.7T | 3523672.46% | |
| 17 | MTNVAIL RESORTS INC | 193,285 | $45.2T | 3405551.28% | |
| 18 | APPAPPLOVIN CORP | 2,650,967 | $41.8T | 3148129.61% | |
| 19 | PTONPELOTON INTERACTIVE INC | 3,474,246 | $39.4T | 2970580.67% | |
| 20 | LYFTLYFT INC | 4,070,476 | $37.7T | 2845068.09% | |
| 21 | AFRMAFFIRM HLDGS INC | 3,201,692 | $36.1T | 2720640.73% | |
| 22 | CABOCABLE ONE INC | 48,548 | $34.1T | 2569663.06% | |
| 23 | PCRXPACIRA BIOSCIENCES INC | 831,037 | $33.9T | 2557141.04% | |
| 24 | GLBEGLOBAL E ONLINE LTD | 902,518 | $29.1T | 2193228.61% | |
| 25 | MEDPMEDPACE HLDGS INC | 44,181 | $8.3T | 626435.85% |