Spyglass Capital Management LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.2T
Holdings
26
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYZSQUARE INC | 812,364 | $132.1B | 6.10% | |
| 2 | EXASEXACT SCIENCES CORP | 1,127,355 | $114.9B | 5.31% | |
| 3 | CMGCHIPOTLE MEXICAN GRILL INC | 88,287 | $109.8B | 5.08% | |
| 4 | TWTRUSDTWITTER INC | 2,465,794 | $109.7B | 5.07% | |
| 5 | SPLKCHFSPLUNK INC | 581,346 | $109.4B | 5.06% | |
| 6 | RDFNREDFIN CORP | 2,183,799 | $109.0B | 5.04% | |
| 7 | PCRXPACIRA BIOSCIENCES | 1,812,877 | $109.0B | 5.04% | |
| 8 | PANWPALO ALTO NETWORKS INC | 442,472 | $108.3B | 5.01% | |
| 9 | SVMKUSDSVMK INC | 4,460,801 | $98.6B | 4.56% | |
| 10 | GDDYGODADDY INC | 1,286,819 | $97.8B | 4.52% | |
| 11 | ULTAULTA BEAUTY INC | 411,548 | $92.2B | 4.26% | |
| 12 | FIVEFIVE BELOW INC | 704,946 | $89.5B | 4.14% | |
| 13 | BFAMBRIGHT HORIZONS FAM SOL IN D | 588,087 | $89.4B | 4.13% | |
| 14 | ASNDASCENDIS PHARMA A/S | 547,022 | $84.4B | 3.90% | |
| 15 | PFPTPROOFPOINT INC | 772,713 | $81.6B | 3.77% | |
| 16 | LYFTLYFT INC | 2,920,679 | $80.5B | 3.72% | |
| 17 | AMGAFFILIATED MANAGERS GROUP IN | 1,149,077 | $78.6B | 3.63% | |
| 18 | NTNXNUTANIX INC | 3,381,416 | $75.0B | 3.47% | |
| 19 | MTNVAIL RESORTS INC | 310,909 | $66.5B | 3.08% | |
| 20 | ANETEURARISTA NETWORKS INC | 318,081 | $65.8B | 3.04% | |
| 21 | T7DTRANSDIGM GROUP INC | 126,110 | $59.9B | 2.77% | |
| 22 | ROKUROKU INC | 316,124 | $59.7B | 2.76% | |
| 23 | BYNDBEYOND MEAT INC | 327,577 | $54.4B | 2.51% | |
| 24 | EVBGEUREVERBRIDGE INC | 356,866 | $44.9B | 2.07% | |
| 25 | EQIXEQUINIX INC | 55,397 | $42.1B | 1.95% | |
| 26 | DC4DEXCOM INC | 514 | $212.0M | 0.01% |