Spyglass Capital Management LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$376.7B
Holdings
25
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 192,478 | $24.8B | 6.59% | |
| 2 | NTNXNUTANIX INC | 846,424 | $22.2B | 5.90% | |
| 3 | TWTRUSDTWITTER INC | 538,533 | $22.2B | 5.89% | |
| 4 | GDDYGODADDY INC | 316,638 | $20.9B | 5.55% | |
| 5 | PANWPALO ALTO NETWORKS INC | 97,804 | $19.9B | 5.29% | |
| 6 | CMGCHIPOTLE MEXICAN GRILL INC | 22,135 | $18.6B | 4.94% | |
| 7 | DOCUDOCUSIGN INC | 284,759 | $17.6B | 4.68% | |
| 8 | EQIXEQUINIX INC | 30,294 | $17.5B | 4.64% | |
| 9 | PCRXPACIRA BIOSCIENCES | 457,250 | $17.4B | 4.62% | |
| 10 | PWRQUANTA SVCS INC | 444,095 | $16.8B | 4.46% | |
| 11 | SVMKUSDSVMK INC | 900,866 | $15.4B | 4.09% | |
| 12 | DC4DEXCOM INC | 96,151 | $14.3B | 3.81% | |
| 13 | ANETEURARISTA NETWORKS INC | 59,352 | $14.2B | 3.76% | |
| 14 | AMGAFFILIATED MANAGERS GROUP IN | 164,679 | $13.7B | 3.64% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 468,203 | $13.6B | 3.60% | |
| 16 | ULTAULTA BEAUTY INC | 52,040 | $13.0B | 3.46% | |
| 17 | ASNDASCENDIS PHARMA A S | 133,689 | $12.9B | 3.42% | |
| 18 | RDFNREDFIN CORP | 763,702 | $12.9B | 3.41% | |
| 19 | EXASEXACT SCIENCES CORP | 126,720 | $11.5B | 3.04% | |
| 20 | EVBGEUREVERBRIDGE INC | 179,871 | $11.1B | 2.95% | |
| 21 | ENVUSDENVESTNET INC | 191,996 | $10.9B | 2.89% | |
| 22 | SPLKCHFSPLUNK INC | 89,820 | $10.6B | 2.81% | |
| 23 | ZUOUSDZUORA INC | 612,928 | $9.2B | 2.45% | |
| 24 | MTNVAIL RESORTS INC | 35,730 | $8.1B | 2.16% | |
| 25 | IMAIMAX CORP | 334,096 | $7.3B | 1.95% |