Spyglass Capital Management LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.8T
Holdings
25
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 444,404 | $247.4B | 6.57% | |
| 2 | AMGAFFILIATED MANAGERS GROUP IN | 1,466,679 | $241.3B | 6.40% | |
| 3 | EXASEXACT SCIENCES CORP | 2,669,716 | $207.8B | 5.51% | |
| 4 | APPAPPLOVIN CORP | 2,183,934 | $205.9B | 5.46% | |
| 5 | NTNXNUTANIX INC | 6,386,921 | $203.5B | 5.40% | |
| 6 | SPLKCHFSPLUNK INC | 1,705,024 | $197.3B | 5.24% | |
| 7 | GDDYGODADDY INC | 2,253,313 | $191.2B | 5.07% | |
| 8 | ASNDASCENDIS PHARMA A/S | 1,311,915 | $176.5B | 4.68% | |
| 9 | —MOMENTIVE GLOBAL INC | 8,051,248 | $170.3B | 4.52% | |
| 10 | ULTAULTA BEAUTY INC | 373,145 | $153.9B | 4.08% | |
| 11 | FIVEFIVE BELOW INC | 734,622 | $152.0B | 4.03% | |
| 12 | LYFTLYFT INC | 3,487,475 | $149.0B | 3.95% | |
| 13 | AFRMAFFIRM HLDGS INC | 1,412,514 | $142.0B | 3.77% | |
| 14 | MTNVAIL RESORTS INC | 428,114 | $140.4B | 3.72% | |
| 15 | BYNDBEYOND MEAT INC | 2,009,147 | $130.9B | 3.47% | |
| 16 | TWTRUSDTWITTER INC | 2,984,223 | $129.0B | 3.42% | |
| 17 | T7DTRANSDIGM GROUP INC | 199,639 | $127.0B | 3.37% | |
| 18 | PCRXPACIRA BIOSCIENCES INC | 2,103,165 | $126.5B | 3.36% | |
| 19 | ZEN1EURZENDESK INC | 1,138,074 | $118.7B | 3.15% | |
| 20 | PTONPELOTON INTERACTIVE INC | 3,309,110 | $118.3B | 3.14% | |
| 21 | BFAMBRIGHT HORIZONS FAM SOL IN D | 854,474 | $107.6B | 2.85% | |
| 22 | ANETEURARISTA NETWORKS INC | 719,878 | $103.5B | 2.75% | |
| 23 | VRMUSDVROOM INC | 8,377,527 | $90.4B | 2.40% | |
| 24 | EQIXEQUINIX INC | 99,824 | $84.4B | 2.24% | |
| 25 | EVBGEUREVERBRIDGE INC | 802,257 | $54.0B | 1.43% |