Spyglass Capital Management LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.5T
Holdings
25
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 818,109 | $106.8B | 7.01% | |
| 2 | ASNDASCENDIS PHARMA A/S | 652,841 | $97.5B | 6.40% | |
| 3 | AFRMAFFIRM HLDGS INC | 2,348,095 | $95.8B | 6.29% | |
| 4 | EXASEXACT SCIENCES CORP | 1,397,093 | $95.2B | 6.25% | |
| 5 | DASHDOORDASH INC | 553,194 | $79.0B | 5.18% | |
| 6 | SGSWEETGREEN INC | 2,050,611 | $72.7B | 4.77% | |
| 7 | FOURSHIFT4 PMTS INC | 800,320 | $70.9B | 4.66% | |
| 8 | MDBMONGODB INC | 235,971 | $63.8B | 4.19% | |
| 9 | SNOWSNOWFLAKE INC | 547,848 | $62.9B | 4.13% | |
| 10 | CSGPCOSTAR GROUP INC | 829,004 | $62.5B | 4.11% | |
| 11 | APGAPI GROUP CORP | 1,834,189 | $60.6B | 3.98% | |
| 12 | PCORPROCORE TECHNOLOGIES INC | 935,896 | $57.8B | 3.79% | |
| 13 | FNDFLOOR & DECOR HLDGS INC | 447,676 | $55.6B | 3.65% | |
| 14 | GDDYGODADDY INC | 354,223 | $55.5B | 3.65% | |
| 15 | GLBEGLOBAL E ONLINE LTD | 1,392,671 | $53.5B | 3.52% | |
| 16 | ACVAACV AUCTIONS INC | 2,614,245 | $53.1B | 3.49% | |
| 17 | HUBSHUBSPOT INC | 93,328 | $49.6B | 3.26% | |
| 18 | WSCWILLSCOT HLDGS CORP | 1,301,780 | $48.9B | 3.21% | |
| 19 | MEDPMEDPACE HLDGS INC | 141,882 | $47.4B | 3.11% | |
| 20 | VEEVVEEVA SYS INC | 224,143 | $47.0B | 3.09% | |
| 21 | KNSLKINSALE CAP GROUP INC | 88,348 | $41.1B | 2.70% | |
| 22 | ALABASTERA LABS INC | 736,121 | $38.6B | 2.53% | |
| 23 | DUOLDUOLINGO INC | 136,559 | $38.5B | 2.53% | |
| 24 | T7DTRANSDIGM GROUP INC | 24,405 | $34.8B | 2.29% | |
| 25 | SPOTSPOTIFY TECHNOLOGY S A | 91,410 | $33.7B | 2.21% |