Spyglass Capital Management LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$316.5B
Holdings
26
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 159,958 | $19.2B | 6.08% | |
| 2 | TWTRUSDTWITTER INC | 517,770 | $18.1B | 5.71% | |
| 3 | DC4DEXCOM INC | 112,185 | $16.8B | 5.31% | |
| 4 | PANWPALO ALTO NETWORKS INC | 81,330 | $16.6B | 5.24% | |
| 5 | PCRXPACIRA BIOSCIENCES | 379,609 | $16.5B | 5.22% | |
| 6 | EQIXEQUINIX INC | 31,779 | $16.0B | 5.06% | |
| 7 | DOCUDOCUSIGN INC | 303,073 | $15.1B | 4.76% | |
| 8 | NTNXNUTANIX INC | 557,749 | $14.5B | 4.57% | |
| 9 | GDDYGODADDY INC | 204,371 | $14.3B | 4.53% | |
| 10 | PWRQUANTA SVCS INC | 369,149 | $14.1B | 4.45% | |
| 11 | CMGCHIPOTLE MEXICAN GRILL INC | 18,390 | $13.5B | 4.26% | |
| 12 | ANETEURARISTA NETWORKS INC | 49,358 | $12.8B | 4.05% | |
| 13 | ASNDASCENDIS PHARMA A S | 110,740 | $12.8B | 4.03% | |
| 14 | EVBGEUREVERBRIDGE INC | 140,050 | $12.5B | 3.96% | |
| 15 | IMAIMAX CORP | 605,253 | $12.2B | 3.86% | |
| 16 | AMDADVANCED MICRO DEVICES INC | 389,083 | $11.8B | 3.73% | |
| 17 | RDFNREDFIN CORP | 636,513 | $11.4B | 3.62% | |
| 18 | ENVUSDENVESTNET INC | 157,070 | $10.7B | 3.39% | |
| 19 | ULTAULTA BEAUTY INC | 27,904 | $9.7B | 3.06% | |
| 20 | SPLKCHFSPLUNK INC | 74,725 | $9.4B | 2.97% | |
| 21 | AMGAFFILIATED MANAGERS GROUP IN | 97,700 | $9.0B | 2.84% | |
| 22 | EXASEXACT SCIENCES CORP | 72,153 | $8.5B | 2.69% | |
| 23 | ZUOUSDZUORA INC | 508,408 | $7.8B | 2.46% | |
| 24 | BFHALLIANCE DATA SYSTEMS CORP | 50,233 | $7.0B | 2.22% | |
| 25 | DATATABLEAU SOFTWARE INC | 34,284 | $5.7B | 1.80% | |
| 26 | TRIPTRIPADVISOR INC | 8,759 | $405.0M | 0.13% |