Spyglass Capital Management LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$4.4T
Holdings
25
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPLKCHFSPLUNK INC | 1,792,480 | $259.4B | 5.95% | |
| 2 | NTNXNUTANIX INC CL A | 6,714,994 | $253.2B | 5.81% | |
| 3 | ULTAULTA BEAUTY INC | 662,774 | $239.2B | 5.49% | |
| 4 | AMGAFFILIATED MANAGERS GROUP INC | 1,579,728 | $238.7B | 5.47% | |
| 5 | PANWPALO ALTO NETWORKS INC | 467,973 | $224.2B | 5.14% | |
| 6 | ASNDASCENDIS PHARMA AS SPONSORED ADR | 1,378,887 | $219.8B | 5.04% | |
| 7 | EXASEXACT SCIENCES CORP | 2,256,003 | $215.3B | 4.94% | |
| 8 | BYNDBEYOND MEAT INC | 2,012,830 | $211.9B | 4.86% | |
| 9 | LYFTLYFT INC CL A COM | 3,666,202 | $196.5B | 4.51% | |
| 10 | TWTRUSDTWITTER INC | 3,136,872 | $189.4B | 4.35% | |
| 11 | ANETEURARISTA NETWORKS INC | 530,585 | $182.3B | 4.18% | |
| 12 | —MOMENTIVE GLOBAL INC | 8,464,799 | $165.9B | 3.81% | |
| 13 | GDDYGODADDY INC CL A | 2,368,727 | $165.1B | 3.79% | |
| 14 | AFRMAFFIRM HLDGS INC COM CL A | 1,383,769 | $164.8B | 3.78% | |
| 15 | SFIXSTITCH FIX INC COM CL A | 4,081,829 | $163.1B | 3.74% | |
| 16 | MTNVAIL RESORTS INC | 475,977 | $159.0B | 3.65% | |
| 17 | VRMUSDVROOM INC | 6,358,537 | $140.3B | 3.22% | |
| 18 | APPAPPLOVIN CORP COM CL A | 1,920,843 | $139.0B | 3.19% | |
| 19 | FIVEFIVE BELOW INC | 772,407 | $136.6B | 3.13% | |
| 20 | PTONPELOTON INTERACTIVE INC CL A COM | 1,530,021 | $133.2B | 3.05% | |
| 21 | T7DTRANSDIGM GROUP INC | 209,827 | $131.1B | 3.01% | |
| 22 | BFAMBRIGHT HORIZONS FAM SOL IN DEL | 898,366 | $125.3B | 2.87% | |
| 23 | PCRXPACIRA BIOSCIENCES INC | 2,211,210 | $123.8B | 2.84% | |
| 24 | EVBGEUREVERBRIDGE INC | 660,271 | $99.7B | 2.29% | |
| 25 | EQIXEQUINIX INC | 105,136 | $83.1B | 1.91% |