Spyglass Capital Management

Spyglass Capital Management as of Dec. 31, 2018

Portfolio Holdings for Spyglass Capital Management

Spyglass Capital Management holds 26 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proofpoint 5.4 $7.2M 86k 83.82
Chipotle Mexican Grill (CMG) 5.4 $7.2M 17k 431.80
Docusign (DOCU) 4.9 $6.5M 163k 40.08
Twitter 4.9 $6.5M 227k 28.74
Godaddy Inc cl a (GDDY) 4.8 $6.4M 98k 65.62
Dex (DXCM) 4.6 $6.2M 52k 119.80
Everbridge, Inc. Cmn (EVBG) 4.6 $6.2M 108k 56.76
Quanta Services (PWR) 4.5 $6.0M 199k 30.10
Palo Alto Networks (PANW) 4.3 $5.8M 31k 188.34
Nutanix Inc cl a (NTNX) 4.3 $5.8M 139k 41.59
EXACT Sciences Corporation (EXAS) 4.2 $5.6M 90k 63.10
Imax Corp Cad (IMAX) 4.2 $5.6M 299k 18.81
Arista Networks (ANET) 4.2 $5.6M 27k 210.72
Tableau Software Inc Cl A 4.0 $5.4M 45k 119.99
Alliance Data Systems Corporation (BFH) 4.0 $5.3M 35k 150.09
Equinix (EQIX) 4.0 $5.3M 15k 352.55
Pacira Pharmaceuticals (PCRX) 3.9 $5.2M 120k 43.02
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.7 $5.0M 20k 244.85
Redfin Corp (RDFN) 3.7 $5.0M 346k 14.40
Affiliated Managers (AMG) 3.5 $4.7M 48k 97.44
stock (SPLK) 2.9 $3.9M 38k 104.85
Envestnet (ENV) 2.9 $3.8M 78k 49.18
Advanced Micro Devices (AMD) 2.3 $3.1M 168k 18.46
Twilio Inc cl a (TWLO) 2.1 $2.9M 32k 89.31
Ascendis Pharma A S (ASND) 2.0 $2.7M 43k 62.65
Tripadvisor (TRIP) 0.5 $614k 11k 53.97