Spyglass Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.4T
Holdings
25
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDASCENDIS PHARMA A/S | 949,915 | $98.1B | 6.94% | |
| 2 | NTNXNUTANIX INC | 3,725,429 | $77.6B | 5.49% | |
| 3 | —LESLIES INC | 5,076,795 | $74.7B | 5.28% | |
| 4 | PANWPALO ALTO NETWORKS INC | 451,658 | $74.0B | 5.23% | |
| 5 | FIVEFIVE BELOW INC | 514,744 | $70.9B | 5.01% | |
| 6 | GDDYGODADDY INC | 991,504 | $70.3B | 4.97% | |
| 7 | LYFTLYFT INC | 5,316,562 | $70.0B | 4.95% | |
| 8 | PCRXPACIRA BIOSCIENCES INC | 1,252,342 | $66.6B | 4.71% | |
| 9 | MTCHMATCH GROUP INC NEW | 1,321,647 | $63.1B | 4.46% | |
| 10 | AMGAFFILIATED MANAGERS GROUP IN | 559,231 | $62.5B | 4.42% | |
| 11 | T7DTRANSDIGM GROUP INC | 118,201 | $62.0B | 4.39% | |
| 12 | APPAPPLOVIN CORP | 3,124,241 | $60.9B | 4.31% | |
| 13 | EXASEXACT SCIENCES CORP | 1,873,868 | $60.9B | 4.31% | |
| 14 | AFRMAFFIRM HLDGS INC | 3,135,127 | $58.8B | 4.16% | |
| 15 | MTNVAIL RESORTS INC | 260,568 | $56.2B | 3.97% | |
| 16 | GTMZOOMINFO TECHNOLOGIES INC | 1,330,112 | $55.4B | 3.92% | |
| 17 | SPLKCHFSPLUNK INC | 708,659 | $53.3B | 3.77% | |
| 18 | DDOGDATADOG INC | 565,338 | $50.2B | 3.55% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 469,994 | $40.6B | 2.87% | |
| 20 | CABOCABLE ONE INC | 39,961 | $34.1B | 2.41% | |
| 21 | ROKUROKU INC | 596,310 | $33.6B | 2.38% | |
| 22 | —MOMENTIVE GLOBAL INC | 5,641,495 | $32.8B | 2.32% | |
| 23 | OSH3EUROAK STR HEALTH INC | 1,335,990 | $32.8B | 2.32% | |
| 24 | BFAMBRIGHT HORIZONS FAM SOL IN D | 500,784 | $28.9B | 2.04% | |
| 25 | PTONPELOTON INTERACTIVE INC | 3,669,609 | $25.4B | 1.80% |