Spyglass Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.8T
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFRMAFFIRM HLDGS INC | 1,702,004 | $103.7B | 5.83% | |
| 2 | APPAPPLOVIN CORP | 315,061 | $102.0B | 5.74% | |
| 3 | FOURSHIFT4 PMTS INC | 981,859 | $101.9B | 5.73% | |
| 4 | DASHDOORDASH INC | 546,239 | $91.6B | 5.15% | |
| 5 | SNOWSNOWFLAKE INC | 577,034 | $89.1B | 5.01% | |
| 6 | CSGPCOSTAR GROUP INC | 1,221,607 | $87.5B | 4.92% | |
| 7 | MEDPMEDPACE HLDGS INC | 262,660 | $87.3B | 4.91% | |
| 8 | EXASEXACT SCIENCES CORP | 1,539,436 | $86.5B | 4.87% | |
| 9 | GLBEGLOBAL E ONLINE LTD | 1,487,335 | $81.1B | 4.56% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 1,048,154 | $78.5B | 4.42% | |
| 11 | APGAPI GROUP CORP | 2,070,041 | $74.5B | 4.19% | |
| 12 | HUBSHUBSPOT INC | 106,551 | $74.2B | 4.18% | |
| 13 | SGSWEETGREEN INC | 2,296,894 | $73.6B | 4.14% | |
| 14 | ILMNILLUMINA INC | 537,716 | $71.9B | 4.04% | |
| 15 | VEEVVEEVA SYS INC | 307,801 | $64.7B | 3.64% | |
| 16 | ACVAACV AUCTIONS INC | 2,916,586 | $63.0B | 3.54% | |
| 17 | WSCWILLSCOT HLDGS CORP | 1,829,245 | $61.2B | 3.44% | |
| 18 | ALABASTERA LABS INC | 455,312 | $60.3B | 3.39% | |
| 19 | MDBMONGODB INC | 249,683 | $58.1B | 3.27% | |
| 20 | KNSLKINSALE CAP GROUP INC | 119,895 | $55.8B | 3.14% | |
| 21 | GDDYGODADDY INC | 267,614 | $52.8B | 2.97% | |
| 22 | FNDFLOOR & DECOR HLDGS INC | 442,104 | $44.1B | 2.48% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 89,121 | $39.9B | 2.24% | |
| 24 | CYBRCYBERARK SOFTWARE LTD | 116,221 | $38.7B | 2.18% | |
| 25 | DUOLDUOLINGO INC | 111,173 | $36.0B | 2.03% |