Spyglass Capital Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.4T
Holdings
25
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDASCENDIS PHARMA A/S | 662,888 | $90.4B | 6.62% | |
| 2 | FOURSHIFT4 PMTS INC | 1,204,077 | $88.3B | 6.47% | |
| 3 | APPAPPLOVIN CORP | 1,048,239 | $87.2B | 6.39% | |
| 4 | SGSWEETGREEN INC | 2,509,615 | $75.6B | 5.54% | |
| 5 | APGAPI GROUP CORP | 1,758,567 | $66.2B | 4.84% | |
| 6 | AFRMAFFIRM HLDGS INC | 2,147,646 | $64.9B | 4.75% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 953,380 | $63.2B | 4.63% | |
| 8 | CSGPCOSTAR GROUP INC | 841,304 | $62.4B | 4.57% | |
| 9 | DASHDOORDASH INC | 561,708 | $61.1B | 4.47% | |
| 10 | EXASEXACT SCIENCES CORP | 1,418,591 | $59.9B | 4.39% | |
| 11 | SNOWSNOWFLAKE INC | 441,232 | $59.6B | 4.36% | |
| 12 | HUBSHUBSPOT INC | 94,764 | $55.9B | 4.09% | |
| 13 | GLBEGLOBAL E ONLINE LTD | 1,413,886 | $51.3B | 3.75% | |
| 14 | GDDYGODADDY INC | 359,675 | $50.3B | 3.68% | |
| 15 | FIVEFIVE BELOW INC | 441,331 | $48.1B | 3.52% | |
| 16 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,224,569 | $46.1B | 3.37% | |
| 17 | MEDPMEDPACE HLDGS INC | 109,416 | $45.1B | 3.30% | |
| 18 | T7DTRANSDIGM GROUP INC | 34,696 | $44.3B | 3.25% | |
| 19 | MDBMONGODB INC | 156,515 | $39.1B | 2.86% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 123,274 | $38.7B | 2.83% | |
| 21 | FNDFLOOR & DECOR HLDGS INC | 387,752 | $38.5B | 2.82% | |
| 22 | VEEVVEEVA SYS INC | 210,606 | $38.5B | 2.82% | |
| 23 | KNSLKINSALE CAP GROUP INC | 89,677 | $34.6B | 2.53% | |
| 24 | PANWPALO ALTO NETWORKS INC | 83,545 | $28.3B | 2.07% | |
| 25 | ACVAACV AUCTIONS INC | 1,545,889 | $28.2B | 2.07% |