Spyglass Capital Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.2T
Holdings
25
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDASCENDIS PHARMA A/S | 714,461 | $87.3B | 7.01% | |
| 2 | AMGAFFILIATED MANAGERS GROUP IN | 419,541 | $66.5B | 5.34% | |
| 3 | GDDYGODADDY INC | 885,115 | $66.2B | 5.32% | |
| 4 | T7DTRANSDIGM GROUP INC | 104,997 | $66.1B | 5.31% | |
| 5 | NTNXNUTANIX INC | 2,493,058 | $64.9B | 5.22% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 2,151,015 | $64.8B | 5.20% | |
| 7 | EXASEXACT SCIENCES CORP | 1,269,203 | $62.8B | 5.05% | |
| 8 | FIVEFIVE BELOW INC | 323,802 | $57.3B | 4.60% | |
| 9 | MTNVAIL RESORTS INC | 231,453 | $55.2B | 4.43% | |
| 10 | —LESLIES INC | 4,509,586 | $55.1B | 4.42% | |
| 11 | OSH3EUROAK STR HEALTH INC | 2,498,841 | $53.8B | 4.32% | |
| 12 | LYFTLYFT INC | 4,722,584 | $52.0B | 4.18% | |
| 13 | PANWPALO ALTO NETWORKS INC | 361,864 | $50.5B | 4.06% | |
| 14 | MTCHMATCH GROUP INC NEW | 1,173,989 | $48.7B | 3.91% | |
| 15 | DDOGDATADOG INC | 653,519 | $48.0B | 3.86% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 568,696 | $44.9B | 3.61% | |
| 17 | SPLKCHFSPLUNK INC | 510,238 | $43.9B | 3.53% | |
| 18 | PSTGPURE STORAGE INC | 1,370,638 | $36.7B | 2.95% | |
| 19 | CABOCABLE ONE INC | 50,823 | $36.2B | 2.91% | |
| 20 | —MOMENTIVE GLOBAL INC | 5,011,269 | $35.1B | 2.82% | |
| 21 | PCRXPACIRA BIOSCIENCES INC | 868,686 | $33.5B | 2.69% | |
| 22 | AFRMAFFIRM HLDGS INC | 3,351,631 | $32.4B | 2.60% | |
| 23 | APPAPPLOVIN CORP | 2,775,182 | $29.2B | 2.35% | |
| 24 | PTONPELOTON INTERACTIVE INC | 3,636,918 | $28.9B | 2.32% | |
| 25 | ROKUROKU INC | 612,096 | $24.9B | 2.00% |