Spyglass Capital Management LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.8T
Holdings
25
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 3,274,387 | $112.8B | 6.27% | |
| 2 | SPLKCHFSPLUNK INC | 1,208,348 | $106.9B | 5.94% | |
| 3 | ASNDASCENDIS PHARMA A/S | 1,109,670 | $103.2B | 5.73% | |
| 4 | PANWPALO ALTO NETWORKS INC | 205,797 | $101.7B | 5.65% | |
| 5 | AMGAFFILIATED MANAGERS GROUP IN | 765,190 | $89.2B | 4.96% | |
| 6 | GDDYGODADDY INC | 1,280,113 | $89.0B | 4.95% | |
| 7 | NTNXNUTANIX INC | 5,986,296 | $87.6B | 4.87% | |
| 8 | EXASEXACT SCIENCES CORP | 2,189,010 | $86.2B | 4.79% | |
| 9 | MTCHMATCH GROUP INC NEW | 1,234,916 | $86.1B | 4.78% | |
| 10 | PCRXPACIRA BIOSCIENCES INC | 1,460,634 | $85.2B | 4.73% | |
| 11 | —LESLIES INC | 5,276,997 | $80.1B | 4.45% | |
| 12 | T7DTRANSDIGM GROUP INC | 138,081 | $74.1B | 4.12% | |
| 13 | ZEN1EURZENDESK INC | 933,984 | $69.2B | 3.85% | |
| 14 | LYFTLYFT INC | 5,205,490 | $69.1B | 3.84% | |
| 15 | FIVEFIVE BELOW INC | 602,117 | $68.3B | 3.80% | |
| 16 | MTNVAIL RESORTS INC | 303,897 | $66.3B | 3.68% | |
| 17 | CABOCABLE ONE INC | 46,568 | $60.0B | 3.34% | |
| 18 | AFRMAFFIRM HLDGS INC | 3,294,605 | $59.5B | 3.31% | |
| 19 | —MOMENTIVE GLOBAL INC | 6,588,991 | $58.0B | 3.22% | |
| 20 | ROKUROKU INC | 696,537 | $57.2B | 3.18% | |
| 21 | BFAMBRIGHT HORIZONS FAM SOL IN D | 639,881 | $54.1B | 3.01% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 548,124 | $51.4B | 2.86% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 1,056,493 | $35.1B | 1.95% | |
| 24 | PTONPELOTON INTERACTIVE INC | 3,327,474 | $30.5B | 1.70% | |
| 25 | ULTAULTA BEAUTY INC | 46,784 | $18.0B | 1.00% |