Spyglass Capital Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.6T
Holdings
26
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPLKCHFSPLUNK INC | 480,342 | $95.4B | 5.91% | |
| 2 | PANWPALO ALTO NETWORKS INC | 400,554 | $92.0B | 5.70% | |
| 3 | SVMKUSDSVMK INC | 3,683,691 | $86.7B | 5.37% | |
| 4 | RDFNREDFIN CORP | 2,017,529 | $84.6B | 5.24% | |
| 5 | EXASEXACT SCIENCES CORP | 931,004 | $80.9B | 5.01% | |
| 6 | PCRXPACIRA BIOSCIENCES | 1,530,831 | $80.3B | 4.97% | |
| 7 | GDDYGODADDY INC | 1,062,585 | $77.9B | 4.83% | |
| 8 | CMGCHIPOTLE MEXICAN GRILL INC | 72,979 | $76.8B | 4.76% | |
| 9 | AMGAFFILIATED MANAGERS GROUP IN | 947,600 | $70.7B | 4.38% | |
| 10 | XYZSQUARE INC | 669,922 | $70.3B | 4.35% | |
| 11 | DOCUDOCUSIGN INC | 401,047 | $69.1B | 4.28% | |
| 12 | ASNDASCENDIS PHARMA A S | 452,104 | $66.9B | 4.14% | |
| 13 | NTNXNUTANIX INC | 2,792,491 | $66.2B | 4.10% | |
| 14 | FIVEFIVE BELOW INC | 582,159 | $62.2B | 3.85% | |
| 15 | ULTAULTA BEAUTY INC | 302,283 | $61.5B | 3.81% | |
| 16 | TWTRUSDTWITTER INC | 2,036,170 | $60.7B | 3.76% | |
| 17 | BFAMBRIGHT HORIZONS FAM SOL IN D | 485,833 | $56.9B | 3.53% | |
| 18 | PFPTPROOFPOINT INC | 510,487 | $56.7B | 3.51% | |
| 19 | ANETEURARISTA NETWORKS INC | 262,700 | $55.2B | 3.42% | |
| 20 | LYFTLYFT INC | 1,435,713 | $47.4B | 2.94% | |
| 21 | MTNVAIL RESORTS INC | 256,731 | $46.8B | 2.90% | |
| 22 | T7DTRANSDIGM GROUP INC | 103,997 | $46.0B | 2.85% | |
| 23 | EVBGEUREVERBRIDGE INC | 294,623 | $40.8B | 2.52% | |
| 24 | EQIXEQUINIX INC | 45,776 | $32.1B | 1.99% | |
| 25 | ROKUROKU INC | 261,098 | $30.4B | 1.88% | |
| 26 | DC4DEXCOM INC | 514 | $208.0M | 0.01% |