Spyglass Capital Management as of March 31, 2020
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Docusign (DOCU) | 6.2 | $55M | 593k | 92.40 | |
| Palo Alto Networks (PANW) | 5.8 | $51M | 312k | 163.96 | |
| Chipotle Mexican Grill (CMG) | 5.4 | $48M | 73k | 654.41 | |
| Godaddy Inc cl a (GDDY) | 5.3 | $47M | 826k | 57.11 | |
| EXACT Sciences Corporation (EXAS) | 4.7 | $42M | 723k | 58.00 | |
| stock | 4.7 | $42M | 331k | 126.23 | |
| Arista Networks (ANET) | 4.7 | $41M | 204k | 202.55 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.7 | $41M | 235k | 175.70 | |
| Proofpoint | 4.6 | $41M | 398k | 102.59 | |
| Pacira Pharmaceuticals (PCRX) | 4.5 | $40M | 1.2M | 33.53 | |
| Ascendis Pharma A S (ASND) | 4.5 | $40M | 351k | 112.61 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.4 | $39M | 378k | 102.00 | |
| Affiliated Managers (AMG) | 4.3 | $38M | 646k | 59.14 | |
| Svmk Inc ordinary shares | 4.1 | $36M | 2.7M | 13.51 | |
| 3.9 | $34M | 1.4M | 24.56 | ||
| Everbridge, Inc. Cmn (EVBG) | 3.7 | $33M | 306k | 106.36 | |
| Five Below (FIVE) | 3.6 | $32M | 453k | 70.38 | |
| Vail Resorts (MTN) | 3.3 | $30M | 200k | 147.71 | |
| Nutanix Inc cl a (NTNX) | 3.0 | $27M | 1.7M | 15.80 | |
| Lyft (LYFT) | 2.9 | $26M | 961k | 26.85 | |
| Redfin Corp (RDFN) | 2.7 | $24M | 1.6M | 15.42 | |
| Equinix (EQIX) | 2.5 | $22M | 36k | 624.56 | |
| Envestnet (ENV) | 2.4 | $22M | 400k | 53.78 | |
| Dex (DXCM) | 2.1 | $18M | 69k | 269.27 | |
| Zuora Inc ordinary shares (ZUO) | 2.0 | $18M | 2.2M | 8.05 |
