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 | |
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 | 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 |