Spyglass Capital Management as of Dec. 31, 2019
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 5.4 | $42M | 183k | 231.25 | |
| Proofpoint | 5.3 | $41M | 360k | 114.78 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.2 | $41M | 162k | 253.14 | |
| Godaddy Inc cl a (GDDY) | 5.2 | $40M | 594k | 67.92 | |
| Pacira Pharmaceuticals (PCRX) | 5.0 | $39M | 857k | 45.30 | |
| Arista Networks (ANET) | 4.9 | $38M | 186k | 203.40 | |
| Nutanix Inc cl a (NTNX) | 4.8 | $38M | 1.2M | 31.26 | |
| EXACT Sciences Corporation (EXAS) | 4.6 | $36M | 387k | 92.48 | |
| stock | 4.5 | $35M | 233k | 149.77 | |
| Ascendis Pharma A S (ASND) | 4.5 | $35M | 251k | 139.12 | |
| Chipotle Mexican Grill (CMG) | 4.5 | $35M | 41k | 837.11 | |
| Quanta Services (PWR) | 4.3 | $34M | 831k | 40.71 | |
| 4.2 | $32M | 1.0M | 32.05 | ||
| Docusign (DOCU) | 4.0 | $32M | 425k | 74.11 | |
| Redfin Corp (RDFN) | 3.9 | $30M | 1.4M | 21.14 | |
| Svmk Inc ordinary shares | 3.9 | $30M | 1.7M | 17.87 | |
| Affiliated Managers (AMG) | 3.9 | $30M | 354k | 84.74 | |
| Advanced Micro Devices (AMD) | 3.6 | $28M | 606k | 45.86 | |
| Everbridge, Inc. Cmn (EVBG) | 3.4 | $26M | 338k | 78.08 | |
| Vail Resorts (MTN) | 3.2 | $25M | 105k | 239.83 | |
| Dex (DXCM) | 3.1 | $24M | 110k | 218.74 | |
| Equinix (EQIX) | 2.9 | $22M | 38k | 583.71 | |
| Zuora Inc ordinary shares (ZUO) | 2.1 | $16M | 1.1M | 14.33 | |
| Envestnet (ENV) | 2.1 | $16M | 235k | 69.63 | |
| Imax Corp Cad (IMAX) | 1.7 | $13M | 637k | 20.43 |
