Spyglass Capital Management LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$133.4B
Holdings
26
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 86,106 | $7.2B | 5.41% | |
| 2 | CMGCHIPOTLE MEXICAN GRILL INC | 16,656 | $7.2B | 5.39% | |
| 3 | DOCUDOCUSIGN INC | 163,270 | $6.5B | 4.90% | |
| 4 | TWTRUSDTWITTER INC | 226,600 | $6.5B | 4.88% | |
| 5 | GDDYGODADDY INC | 97,784 | $6.4B | 4.81% | |
| 6 | DC4DEXCOM INC | 51,694 | $6.2B | 4.64% | |
| 7 | EVBGEUREVERBRIDGE INC | 108,415 | $6.2B | 4.61% | |
| 8 | PWRQUANTA SVCS INC | 199,222 | $6.0B | 4.49% | |
| 9 | PANWPALO ALTO NETWORKS INC | 30,652 | $5.8B | 4.33% | |
| 10 | NTNXNUTANIX INC | 138,754 | $5.8B | 4.32% | |
| 11 | EXASEXACT SCIENCES CORP | 89,520 | $5.6B | 4.23% | |
| 12 | IMAIMAX CORP | 299,395 | $5.6B | 4.22% | |
| 13 | ANETEURARISTA NETWORKS INC | 26,533 | $5.6B | 4.19% | |
| 14 | DATATABLEAU SOFTWARE INC | 44,694 | $5.4B | 4.02% | |
| 15 | BFHALLIANCE DATA SYSTEMS CORP | 35,212 | $5.3B | 3.96% | |
| 16 | EQIXEQUINIX INC | 14,985 | $5.3B | 3.96% | |
| 17 | PCRXPACIRA PHARMACEUTICALS INC | 120,157 | $5.2B | 3.87% | |
| 18 | ULTAULTA BEAUTY INC | 20,355 | $5.0B | 3.73% | |
| 19 | RDFNREDFIN CORP | 345,674 | $5.0B | 3.73% | |
| 20 | AMGAFFILIATED MANAGERS GROUP | 48,315 | $4.7B | 3.53% | |
| 21 | SPLKCHFSPLUNK INC | 37,463 | $3.9B | 2.94% | |
| 22 | ENVUSDENVESTNET INC | 77,708 | $3.8B | 2.86% | |
| 23 | AMDADVANCED MICRO DEVICES INC | 167,581 | $3.1B | 2.32% | |
| 24 | TWLOTWILIO INC | 32,193 | $2.9B | 2.15% | |
| 25 | ASNDASCENDIS PHARMA A S | 43,065 | $2.7B | 2.02% | |
| 26 | TRIPTRIPADVISOR INC | 11,377 | $614.0M | 0.46% |