Spyglass Capital Management LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$778.9B
Holdings
25
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 182,835 | $42.3B | 5.43% | |
| 2 | PFPTPROOFPOINT INC | 360,126 | $41.3B | 5.31% | |
| 3 | ULTAULTA BEAUTY INC | 161,588 | $40.9B | 5.25% | |
| 4 | GDDYGODADDY INC | 593,911 | $40.3B | 5.18% | |
| 5 | PCRXPACIRA BIOSCIENCES | 856,827 | $38.8B | 4.98% | |
| 6 | ANETEURARISTA NETWORKS INC | 186,276 | $37.9B | 4.86% | |
| 7 | NTNXNUTANIX INC | 1,205,453 | $37.7B | 4.84% | |
| 8 | EXASEXACT SCIENCES CORP | 387,117 | $35.8B | 4.60% | |
| 9 | SPLKCHFSPLUNK INC | 233,426 | $35.0B | 4.49% | |
| 10 | ASNDASCENDIS PHARMA A S | 250,972 | $34.9B | 4.48% | |
| 11 | CMGCHIPOTLE MEXICAN GRILL INC | 41,426 | $34.7B | 4.45% | |
| 12 | PWRQUANTA SVCS INC | 830,843 | $33.8B | 4.34% | |
| 13 | TWTRUSDTWITTER INC | 1,008,907 | $32.3B | 4.15% | |
| 14 | DOCUDOCUSIGN INC | 424,884 | $31.5B | 4.04% | |
| 15 | SVMKUSDSVMK INC | 1,686,994 | $30.1B | 3.87% | |
| 16 | RDFNREDFIN CORP | 1,424,415 | $30.1B | 3.87% | |
| 17 | AMGAFFILIATED MANAGERS GROUP IN | 353,589 | $30.0B | 3.85% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 606,288 | $27.8B | 3.57% | |
| 19 | EVBGEUREVERBRIDGE INC | 337,756 | $26.4B | 3.39% | |
| 20 | MTNVAIL RESORTS INC | 104,970 | $25.2B | 3.23% | |
| 21 | DC4DEXCOM INC | 110,109 | $24.1B | 3.09% | |
| 22 | EQIXEQUINIX INC | 38,043 | $22.2B | 2.85% | |
| 23 | ZUOUSDZUORA INC | 1,147,775 | $16.4B | 2.11% | |
| 24 | ENVUSDENVESTNET INC | 235,084 | $16.4B | 2.10% | |
| 25 | IMAIMAX CORP | 636,478 | $13.0B | 1.67% |