Spyglass Capital Management

Spyglass Capital Management as of Sept. 30, 2019

Portfolio Holdings for Spyglass Capital Management

Spyglass Capital Management holds 25 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proofpoint 6.6 $25M 193k 129.05
Nutanix Inc cl a (NTNX) 5.9 $22M 846k 26.25
Twitter 5.9 $22M 539k 41.20
Godaddy Inc cl a (GDDY) 5.5 $21M 317k 65.98
Palo Alto Networks (PANW) 5.3 $20M 98k 203.83
Chipotle Mexican Grill (CMG) 4.9 $19M 22k 840.48
Docusign (DOCU) 4.7 $18M 285k 61.92
Equinix (EQIX) 4.6 $18M 30k 576.81
Pacira Pharmaceuticals (PCRX) 4.6 $17M 457k 38.07
Quanta Services (PWR) 4.5 $17M 444k 37.80
Svmk Inc ordinary shares 4.1 $15M 901k 17.10
Dex (DXCM) 3.8 $14M 96k 149.24
Arista Networks (ANET) 3.8 $14M 59k 238.91
Affiliated Managers (AMG) 3.6 $14M 165k 83.35
Advanced Micro Devices (AMD) 3.6 $14M 468k 28.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.5 $13M 52k 250.65
Ascendis Pharma A S (ASND) 3.4 $13M 134k 96.32
Redfin Corp (RDFN) 3.4 $13M 764k 16.84
EXACT Sciences Corporation (EXAS) 3.0 $12M 127k 90.37
Everbridge, Inc. Cmn (EVBG) 3.0 $11M 180k 61.71
Envestnet (ENV) 2.9 $11M 192k 56.70
stock 2.8 $11M 90k 117.86
Zuora Inc ordinary shares (ZUO) 2.5 $9.2M 613k 15.05
Vail Resorts (MTN) 2.2 $8.1M 36k 227.57
Imax Corp Cad (IMAX) 1.9 $7.3M 334k 21.95