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Name: |
Spyglass Capital Management LLC |
City: |
San Francisco |
State: |
CA |
Zip: |
94129 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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ASND |
Ascendis Pharma AS |
2 |
- |
$133.46 |
$68,006,000 |
539,948 |
4.89% |
10,453,000 |
-74,670 |
0.835 |
N/A |
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AFRM |
Affirm Holdings, Inc. |
5 |
- |
$0.00 |
$65,814,000 |
1,339,313 |
4.73% |
2,134,000 |
-1,654,571 |
0.602 |
N/A |
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GDDY |
Godaddy Inc. |
8 |
- |
$133.92 |
$61,118,000 |
575,718 |
4.4% |
6,888,000 |
-152,394 |
0.345 |
N/A |
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APP |
Applovin Corp |
9 |
- |
$86.43 |
$60,328,000 |
1,513,873 |
4.34% |
-14,879,000 |
-368,175 |
0.698 |
N/A |
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NTNX |
Nutanix, Inc. |
11 |
- |
$67.58 |
$58,419,000 |
1,224,967 |
4.2% |
-9,743,000 |
-729,223 |
0.63 |
N/A |
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ROKU |
Roku, Inc |
15 |
- |
$57.91 |
$56,668,000 |
618,237 |
4.08% |
-3,557,000 |
-234,935 |
0.567 |
N/A |
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SPOT |
Spotify Technology SA |
17 |
- |
$294.60 |
$54,836,000 |
291,822 |
3.94% |
-12,745,000 |
-145,199 |
0.156 |
N/A |
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TDG |
Transdigm Group Inc |
18 |
- |
$1,310.49 |
$54,608,000 |
53,982 |
3.93% |
2,790,000 |
-7,477 |
0.098 |
Aerospace/Defense Pro... |
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AMG |
Affiliated Managers Group Inc |
19 |
- |
$157.67 |
$51,807,000 |
342,140 |
3.73% |
3,887,000 |
-25,511 |
0.735 |
Asset Management |
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MEDP |
Medpace Holdings, Inc. |
21 |
- |
$390.19 |
$46,509,000 |
151,729 |
3.35% |
7,944,000 |
-7,544 |
0.428 |
N/A |
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PSTG |
Pure Storage, Inc. |
22 |
- |
$54.41 |
$46,050,000 |
1,291,361 |
3.31% |
-18,405,000 |
-518,165 |
0.481 |
N/A |
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PANW |
Palo Alto Networks Inc |
23 |
- |
$297.47 |
$45,249,000 |
153,449 |
3.26% |
-7,629,000 |
-72,103 |
0.051 |
Networking & Communic... |
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SG |
Sweetgreen, Inc. |
24 |
- |
$31.56 |
$29,889,000 |
2,645,028 |
2.15% |
-5,495,000 |
-366,384 |
2.718 |
N/A |
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MTN |
Vail Resorts Inc |
25 |
- |
$198.52 |
$21,648,000 |
101,409 |
1.56% |
-15,283,000 |
-65,028 |
0.252 |
Gambling/Resorts |
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