Spyglass Capital Management LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$4.5T
Holdings
25
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYNDBEYOND MEAT INC | 1,827,785 | $287.9B | 6.40% | |
| 2 | SPLKCHFSPLUNK INC | 1,790,901 | $258.9B | 5.76% | |
| 3 | NTNXNUTANIX INC | 6,431,029 | $245.8B | 5.47% | |
| 4 | PANWPALO ALTO NETWORKS INC | 648,609 | $240.7B | 5.35% | |
| 5 | AMGAFFILIATED MANAGERS GROUP IN | 1,512,655 | $233.3B | 5.19% | |
| 6 | TWTRUSDTWITTER INC | 3,338,251 | $229.7B | 5.11% | |
| 7 | SFIXSTITCH FIX INC | 3,642,563 | $219.6B | 4.89% | |
| 8 | ULTAULTA BEAUTY INC | 633,378 | $219.0B | 4.87% | |
| 9 | LYFTLYFT INC | 3,511,140 | $212.4B | 4.72% | |
| 10 | EXASEXACT SCIENCES CORP | 1,651,821 | $205.3B | 4.57% | |
| 11 | VRMUSDVROOM INC | 4,884,558 | $204.5B | 4.55% | |
| 12 | ANETEURARISTA NETWORKS INC | 537,997 | $194.9B | 4.34% | |
| 13 | GDDYGODADDY INC | 2,128,562 | $185.1B | 4.12% | |
| 14 | XYZSQUARE INC | 726,839 | $177.2B | 3.94% | |
| 15 | —MOMENTIVE GLOBAL INC | 8,106,714 | $170.8B | 3.80% | |
| 16 | ASNDASCENDIS PHARMA A/S | 1,122,671 | $147.7B | 3.29% | |
| 17 | MTNVAIL RESORTS INC | 455,844 | $144.3B | 3.21% | |
| 18 | FIVEFIVE BELOW INC | 739,734 | $143.0B | 3.18% | |
| 19 | PCRXPACIRA BIOSCIENCES INC | 2,117,673 | $128.5B | 2.86% | |
| 20 | BFAMBRIGHT HORIZONS FAM SOL IN D | 860,360 | $126.6B | 2.82% | |
| 21 | T7DTRANSDIGM GROUP INC | 185,382 | $120.0B | 2.67% | |
| 22 | CMGCHIPOTLE MEXICAN GRILL INC | 72,795 | $112.9B | 2.51% | |
| 23 | EQIXEQUINIX INC | 128,663 | $103.3B | 2.30% | |
| 24 | PTONPELOTON INTERACTIVE INC | 785,894 | $97.5B | 2.17% | |
| 25 | EVBGEUREVERBRIDGE INC | 632,339 | $86.0B | 1.91% |