Spyglass Capital Management LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.3B
Holdings
25
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 1,882,048 | $75.2T | 5892787.22% | |
| 2 | NTNXNUTANIX INC | 1,954,190 | $68.2T | 5340818.84% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 437,021 | $67.6T | 5295277.57% | |
| 4 | PSTGPURE STORAGE INC | 1,809,526 | $64.5T | 5050371.52% | |
| 5 | AFRMAFFIRM HLDGS INC | 2,993,884 | $63.7T | 4989615.11% | |
| 6 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,510,667 | $62.8T | 4922914.02% | |
| 7 | ROKUROKU INC | 853,172 | $60.2T | 4718938.94% | |
| 8 | DDOGDATADOG INC | 633,889 | $57.7T | 4524269.87% | |
| 9 | ASNDASCENDIS PHARMA A/S | 614,618 | $57.6T | 4509529.88% | |
| 10 | GDDYGODADDY INC | 728,112 | $54.2T | 4249153.73% | |
| 11 | PANWPALO ALTO NETWORKS INC | 225,552 | $52.9T | 4143267.58% | |
| 12 | T7DTRANSDIGM GROUP INC | 61,459 | $51.8T | 4060173.76% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 765,576 | $50.0T | 3918312.49% | |
| 14 | AMGAFFILIATED MANAGERS GROUP IN | 367,651 | $47.9T | 3754724.27% | |
| 15 | FOURSHIFT4 PMTS INC | 803,901 | $44.5T | 3487720.50% | |
| 16 | DASHDOORDASH INC | 559,353 | $44.5T | 3483002.38% | |
| 17 | SPLKCHFSPLUNK INC | 302,411 | $44.2T | 3465437.31% | |
| 18 | GLBEGLOBAL E ONLINE LTD | 1,084,016 | $43.1T | 3375422.51% | |
| 19 | FIVEFIVE BELOW INC | 263,854 | $42.5T | 3326475.40% | |
| 20 | MEDPMEDPACE HLDGS INC | 159,273 | $38.6T | 3021727.81% | |
| 21 | APGAPI GROUP CORP | 1,462,355 | $37.9T | 2971118.10% | |
| 22 | EXASEXACT SCIENCES CORP | 549,425 | $37.5T | 2936870.00% | |
| 23 | LYFTLYFT INC | 3,506,583 | $37.0T | 2895938.41% | |
| 24 | MTNVAIL RESORTS INC | 166,437 | $36.9T | 2893691.28% | |
| 25 | SGSWEETGREEN INC | 3,011,412 | $35.4T | 2772506.85% |