Spyglass Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.5T
Holdings
25
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 1,454,624 | $100.7B | 6.71% | |
| 2 | ASNDASCENDIS PHARMA A/S | 614,107 | $92.8B | 6.18% | |
| 3 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,739,860 | $80.9B | 5.39% | |
| 4 | CSGPCOSTAR GROUP INC | 806,193 | $77.9B | 5.19% | |
| 5 | EXASEXACT SCIENCES CORP | 1,060,648 | $73.2B | 4.88% | |
| 6 | FOURSHIFT4 PMTS INC | 1,102,100 | $72.8B | 4.85% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 857,239 | $70.4B | 4.69% | |
| 8 | APGAPI GROUP CORP | 1,780,914 | $69.9B | 4.66% | |
| 9 | GDDYGODADDY INC | 553,181 | $65.7B | 4.37% | |
| 10 | SGSWEETGREEN INC | 2,541,514 | $64.2B | 4.28% | |
| 11 | DASHDOORDASH INC | 448,944 | $61.8B | 4.12% | |
| 12 | AFRMAFFIRM HLDGS INC | 1,642,807 | $61.2B | 4.08% | |
| 13 | HUBSHUBSPOT INC | 95,969 | $60.1B | 4.01% | |
| 14 | SNOWSNOWFLAKE INC | 365,034 | $59.0B | 3.93% | |
| 15 | T7DTRANSDIGM GROUP INC | 45,726 | $56.3B | 3.75% | |
| 16 | AMGAFFILIATED MANAGERS GROUP IN | 328,745 | $55.1B | 3.67% | |
| 17 | GLBEGLOBAL E ONLINE LTD | 1,432,076 | $52.1B | 3.47% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 195,558 | $51.6B | 3.44% | |
| 19 | FIVEFIVE BELOW INC | 259,113 | $47.0B | 3.13% | |
| 20 | MEDPMEDPACE HLDGS INC | 110,811 | $44.8B | 2.98% | |
| 21 | VEEVVEEVA SYS INC | 190,571 | $44.2B | 2.94% | |
| 22 | FNDFLOOR & DECOR HLDGS INC | 303,731 | $39.4B | 2.62% | |
| 23 | ROKUROKU INC | 594,042 | $38.7B | 2.58% | |
| 24 | NTNXNUTANIX INC | 500,570 | $30.9B | 2.06% | |
| 25 | PANWPALO ALTO NETWORKS INC | 106,558 | $30.3B | 2.02% |