Spyglass Capital Management

Spyglass Capital Management as of March 31, 2019

Portfolio Holdings for Spyglass Capital Management

Spyglass Capital Management holds 26 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proofpoint 6.1 $16M 131k 121.43
Twitter 5.4 $14M 423k 32.88
Chipotle Mexican Grill (CMG) 5.2 $13M 19k 710.31
Docusign (DOCU) 5.0 $13M 248k 51.84
Arista Networks (ANET) 4.9 $13M 40k 314.46
Godaddy Inc cl a (GDDY) 4.8 $13M 167k 75.19
Everbridge, Inc. Cmn (EVBG) 4.8 $12M 164k 75.01
Equinix (EQIX) 4.5 $12M 26k 453.15
Quanta Services (PWR) 4.4 $11M 302k 37.74
Palo Alto Networks (PANW) 4.3 $11M 46k 242.89
Imax Corp Cad (IMAX) 4.3 $11M 485k 22.68
Dex (DXCM) 4.2 $11M 92k 119.10
Ulta Salon, Cosmetics & Fragrance (ULTA) 4.2 $11M 31k 348.74
Ascendis Pharma A S (ASND) 4.1 $11M 90k 117.70
Redfin Corp (RDFN) 4.1 $11M 521k 20.27
Alliance Data Systems Corporation (BFH) 3.9 $10M 57k 174.98
Pacira Pharmaceuticals (PCRX) 3.5 $9.1M 238k 38.06
Tableau Software Inc Cl A 3.3 $8.6M 68k 127.27
Affiliated Managers (AMG) 3.2 $8.4M 78k 107.11
Envestnet (ENV) 3.2 $8.2M 126k 65.39
Advanced Micro Devices (AMD) 3.1 $8.1M 318k 25.52
Nutanix Inc cl a (NTNX) 3.1 $7.9M 210k 37.74
Twilio Inc cl a (TWLO) 2.4 $6.1M 48k 129.19
EXACT Sciences Corporation (EXAS) 2.0 $5.1M 59k 86.61
stock 1.8 $4.7M 37k 124.61
Tripadvisor (TRIP) 0.2 $496k 9.6k 51.50