Spyglass Capital Management LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.4T
Holdings
25
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,573,935 | $70.0B | 5.04% | |
| 2 | ASNDASCENDIS PHARMA A/S | 539,948 | $68.0B | 4.89% | |
| 3 | FOURSHIFT4 PMTS INC | 906,789 | $67.4B | 4.85% | |
| 4 | DASHDOORDASH INC | 669,394 | $66.2B | 4.76% | |
| 5 | AFRMAFFIRM HLDGS INC | 1,339,313 | $65.8B | 4.73% | |
| 6 | APGAPI GROUP CORP | 1,853,531 | $64.1B | 4.61% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 892,508 | $61.8B | 4.44% | |
| 8 | GDDYGODADDY INC | 575,718 | $61.1B | 4.40% | |
| 9 | APPAPPLOVIN CORP | 1,513,873 | $60.3B | 4.34% | |
| 10 | GLBEGLOBAL E ONLINE LTD | 1,490,417 | $59.1B | 4.25% | |
| 11 | NTNXNUTANIX INC | 1,224,967 | $58.4B | 4.20% | |
| 12 | HUBSHUBSPOT INC | 99,879 | $58.0B | 4.17% | |
| 13 | CSGPCOSTAR GROUP INC | 657,797 | $57.5B | 4.14% | |
| 14 | FIVEFIVE BELOW INC | 269,673 | $57.5B | 4.14% | |
| 15 | ROKUROKU INC | 618,237 | $56.7B | 4.08% | |
| 16 | EXASEXACT SCIENCES CORP | 758,598 | $56.1B | 4.04% | |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 291,822 | $54.8B | 3.94% | |
| 18 | T7DTRANSDIGM GROUP INC | 53,982 | $54.6B | 3.93% | |
| 19 | AMGAFFILIATED MANAGERS GROUP IN | 342,140 | $51.8B | 3.73% | |
| 20 | SNOWSNOWFLAKE INC | 258,439 | $51.4B | 3.70% | |
| 21 | MEDPMEDPACE HLDGS INC | 151,729 | $46.5B | 3.35% | |
| 22 | PSTGPURE STORAGE INC | 1,291,361 | $46.0B | 3.31% | |
| 23 | PANWPALO ALTO NETWORKS INC | 153,449 | $45.2B | 3.26% | |
| 24 | SGSWEETGREEN INC | 2,645,028 | $29.9B | 2.15% | |
| 25 | MTNVAIL RESORTS INC | 101,409 | $21.6B | 1.56% |