Spyglass Capital Management LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.3T
Holdings
25
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 525,826 | $186.9B | 5.73% | |
| 2 | EXASEXACT SCIENCES CORP | 1,339,523 | $177.5B | 5.45% | |
| 3 | LYFTLYFT INC | 3,502,092 | $172.1B | 5.28% | |
| 4 | SPLKCHFSPLUNK INC | 1,001,375 | $170.1B | 5.22% | |
| 5 | XYZSQUARE INC | 776,939 | $169.1B | 5.19% | |
| 6 | PFPTPROOFPOINT INC | 1,159,317 | $158.1B | 4.85% | |
| 7 | NTNXNUTANIX INC | 4,959,863 | $158.1B | 4.85% | |
| 8 | TWTRUSDTWITTER INC | 2,694,327 | $145.9B | 4.48% | |
| 9 | ULTAULTA BEAUTY INC | 488,964 | $140.4B | 4.31% | |
| 10 | AMGAFFILIATED MANAGERS GROUP IN | 1,368,550 | $139.2B | 4.27% | |
| 11 | SVMKUSDSVMK INC | 5,301,186 | $135.4B | 4.16% | |
| 12 | FIVEFIVE BELOW INC | 746,550 | $130.6B | 4.01% | |
| 13 | BYNDBEYOND MEAT INC | 1,029,224 | $128.7B | 3.95% | |
| 14 | GDDYGODADDY INC | 1,528,427 | $126.8B | 3.89% | |
| 15 | BFAMBRIGHT HORIZONS FAM SOL IN D | 697,549 | $120.7B | 3.70% | |
| 16 | PCRXPACIRA BIOSCIENCES INC | 1,972,570 | $118.0B | 3.62% | |
| 17 | ASNDASCENDIS PHARMA A/S | 701,594 | $117.0B | 3.59% | |
| 18 | CMGCHIPOTLE MEXICAN GRILL INC | 81,123 | $112.5B | 3.45% | |
| 19 | ANETEURARISTA NETWORKS INC | 377,886 | $109.8B | 3.37% | |
| 20 | MTNVAIL RESORTS INC | 369,469 | $103.1B | 3.16% | |
| 21 | RDFNREDFIN CORP | 1,499,712 | $102.9B | 3.16% | |
| 22 | ROKUROKU INC | 296,712 | $98.5B | 3.02% | |
| 23 | T7DTRANSDIGM GROUP INC | 150,180 | $92.9B | 2.85% | |
| 24 | EVBGEUREVERBRIDGE INC | 512,747 | $76.4B | 2.35% | |
| 25 | EQIXEQUINIX INC | 95,417 | $68.1B | 2.09% |