Spyglass Capital Management as of Dec. 31, 2021
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 6.6 | $247M | 444k | 556.76 | |
| Affiliated Managers (AMG) | 6.4 | $241M | 1.5M | 164.51 | |
| EXACT Sciences Corporation (EXAS) | 5.5 | $208M | 2.7M | 77.83 | |
| Applovin Corp Com Cl A (APP) | 5.5 | $206M | 2.2M | 94.26 | |
| Nutanix Cl A (NTNX) | 5.4 | $204M | 6.4M | 31.86 | |
| stock | 5.2 | $197M | 1.7M | 115.72 | |
| Godaddy Cl A (GDDY) | 5.1 | $191M | 2.3M | 84.86 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.7 | $177M | 1.3M | 134.53 | |
| Momentive Global | 4.5 | $170M | 8.1M | 21.15 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.1 | $154M | 373k | 412.34 | |
| Five Below (FIVE) | 4.0 | $152M | 735k | 206.89 | |
| Lyft Cl A Com (LYFT) | 4.0 | $149M | 3.5M | 42.73 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.8 | $142M | 1.4M | 100.56 | |
| Vail Resorts (MTN) | 3.7 | $140M | 428k | 327.90 | |
| Beyond Meat (BYND) | 3.5 | $131M | 2.0M | 65.16 | |
| 3.4 | $129M | 3.0M | 43.22 | ||
| TransDigm Group Incorporated (TDG) | 3.4 | $127M | 200k | 636.28 | |
| Pacira Pharmaceuticals (PCRX) | 3.4 | $127M | 2.1M | 60.17 | |
| Zendesk | 3.1 | $119M | 1.1M | 104.29 | |
| Peloton Interactive Cl A Com (PTON) | 3.1 | $118M | 3.3M | 35.76 | |
| Bright Horizons Fam Sol In D (BFAM) | 2.9 | $108M | 855k | 125.88 | |
| Arista Networks (ANET) | 2.7 | $104M | 720k | 143.75 | |
| Vroom | 2.4 | $90M | 8.4M | 10.79 | |
| Equinix (EQIX) | 2.2 | $84M | 100k | 845.84 | |
| Everbridge, Inc. Cmn (EVBG) | 1.4 | $54M | 802k | 67.33 |
