Spyglass Capital Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.4B
Holdings
25
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 384,076 | $98.1T | 7092337.75% | |
| 2 | PSTGPURE STORAGE INC | 2,512,435 | $92.5T | 6685639.53% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 500,799 | $80.4T | 5810829.02% | |
| 4 | DDOGDATADOG INC | 746,533 | $73.4T | 5307868.65% | |
| 5 | NTNXNUTANIX INC | 2,558,262 | $71.8T | 5186115.94% | |
| 6 | T7DTRANSDIGM GROUP INC | 73,497 | $65.7T | 4749567.24% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 2,488,422 | $63.2T | 4566159.44% | |
| 8 | APPAPPLOVIN CORP | 2,443,567 | $62.9T | 4543895.92% | |
| 9 | EXASEXACT SCIENCES CORP | 661,930 | $62.2T | 4492023.23% | |
| 10 | MTCHMATCH GROUP INC NEW | 1,425,527 | $59.7T | 4311568.06% | |
| 11 | ASNDASCENDIS PHARMA A/S | 657,853 | $58.7T | 4243277.35% | |
| 12 | GDDYGODADDY INC | 779,334 | $58.6T | 4231568.21% | |
| 13 | AMGAFFILIATED MANAGERS GROUP IN | 369,458 | $55.4T | 4002230.28% | |
| 14 | SPLKCHFSPLUNK INC | 516,106 | $54.8T | 3957106.12% | |
| 15 | ROKUROKU INC | 855,502 | $54.7T | 3954520.41% | |
| 16 | AFRMAFFIRM HLDGS INC | 2,951,547 | $45.2T | 3270063.60% | |
| 17 | MTNVAIL RESORTS INC | 178,145 | $44.8T | 3241340.84% | |
| 18 | WSCWILLSCOT MOBIL MINI HLDNG CO | 936,242 | $44.7T | 3233623.74% | |
| 19 | FIVEFIVE BELOW INC | 225,742 | $44.4T | 3206473.53% | |
| 20 | —LESLIES INC | 4,339,464 | $40.7T | 2944869.26% | |
| 21 | GLBEGLOBAL E ONLINE LTD | 934,400 | $38.3T | 2764680.85% | |
| 22 | LYFTLYFT INC | 3,753,916 | $36.0T | 2601761.53% | |
| 23 | MEDPMEDPACE HLDGS INC | 142,637 | $34.3T | 2475798.45% | |
| 24 | PTONPELOTON INTERACTIVE INC | 3,202,298 | $24.6T | 1779723.06% | |
| 25 | SGSWEETGREEN INC | 1,453,845 | $18.6T | 1347008.92% |