Spyglass Capital Management
Latest statistics and disclosures from Spyglass Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Palo Alto Networks, Proofpoint, ULTA, Godaddy Inc cl a, Pacira Pharmaceuticals, Inc., and represent 26.15% of Spyglass Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ULTA (+$27.73M), Arista Networks (+$25.82M), EXAS (+$24.08M), stock (+$21.51M), Palo Alto Networks (+$19.66M), Proofpoint (+$19.24M), Godaddy Inc cl a (+$18.83M), Pacira Pharmaceuticals, Inc. (+$18.10M), MTN (+$16.61M), Ascendis Pharma A S (+$16.32M).
- Spyglass Capital Management was a net buyer of stock by $363.58M.
- Spyglass Capital Management has $778.93M in assets under management (AUM), growing by 106.77%.
Companies in the Spyglass Capital Management portfolio as of December 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Palo Alto Networks | 5.43 | 182835 | +86% | 231.25 |
| Proofpoint | 5.31 | 360126 | +87% | 114.78 |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.25 | 161588 | +210% | 253.14 |
| Godaddy Inc cl a | 5.18 | 593911 | +87% | 67.92 |
| Pacira Pharmaceuticals, Inc. | 4.98 | 856827 | +87% | 45.30 |
| Arista Networks | 4.86 | 186276 | +213% | 203.40 |
| Nutanix Inc cl a | 4.84 | 1.21M | +42% | 31.26 |
| EXACT Sciences Corporation (EXAS) | 4.60 | 387117 | +205% | 92.48 |
| stock | 4.49 | 233426 | +159% | 149.77 |
| Ascendis Pharma A S | 4.48 | 250972 | +87% | 139.12 |
| Chipotle Mexican Grill (CMG) | 4.45 | 41426 | +87% | 837.11 |
| Quanta Services (PWR) | 4.34 | 830843 | +87% | 40.71 |
| 4.15 | 1.01M | +87% | 32.05 | |
| Docusign Inc | 4.04 | 424884 | +49% | 74.11 |
| Redfin Corp | 3.87 | 1.42M | +86% | 21.14 |
| Svmk Inc ordinary shares | 3.87 | 1.69M | +87% | 17.87 |
| Affiliated Managers (AMG) | 3.85 | 353589 | +114% | 84.74 |
| Advanced Micro Devices (AMD) | 3.57 | 606288 | +29% | 45.86 |
| Everbridge, Inc. Cmn | 3.39 | 337756 | +87% | 78.08 |
| Vail Resorts (MTN) | 3.23 | 104970 | +193% | 239.83 |
| Dex (DXCM) | 3.09 | 110109 | +14% | 218.74 |
| Equinix | 2.85 | 38043 | +25% | 583.71 |
| Zuora Inc ordinary shares | 2.11 | 1.15M | +87% | 14.33 |
| Envestnet (ENV) | 2.10 | 235084 | +22% | 69.63 |
| Imax Corp Cad Com (usd) | 1.67 | 636478 | +90% | 20.43 |
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Past 13F-HR SEC Filings by Spyglass Capital Management
- Spyglass Capital Management 2019 Q3 filed Nov. 14, 2019
- Spyglass Capital Management 2019 Q1 filed May 15, 2019
- Spyglass Capital Management 2018 Q4 filed Feb. 14, 2019