Spyglass Capital Management as of Dec. 31, 2024
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 5.8 | $104M | 1.7M | 60.90 | |
| Applovin Corp Com Cl A (APP) | 5.7 | $102M | 315k | 323.83 | |
| Shift4 Pmts Cl A (FOUR) | 5.7 | $102M | 982k | 103.78 | |
| Doordash Cl A (DASH) | 5.2 | $92M | 546k | 167.75 | |
| Snowflake Cl A (SNOW) | 5.0 | $89M | 577k | 154.41 | |
| CoStar (CSGP) | 4.9 | $88M | 1.2M | 71.59 | |
| Medpace Hldgs (MEDP) | 4.9 | $87M | 263k | 332.23 | |
| EXACT Sciences Corporation (EXAS) | 4.9 | $87M | 1.5M | 56.19 | |
| Global E Online SHS (GLBE) | 4.6 | $81M | 1.5M | 54.53 | |
| Procore Technologies (PCOR) | 4.4 | $79M | 1.0M | 74.93 | |
| Api Group Corp Com Stk (APG) | 4.2 | $75M | 2.1M | 35.97 | |
| Hubspot (HUBS) | 4.2 | $74M | 107k | 696.77 | |
| Sweetgreen Com Cl A (SG) | 4.1 | $74M | 2.3M | 32.06 | |
| Illumina (ILMN) | 4.0 | $72M | 538k | 133.63 | |
| Veeva Sys Cl A Com (VEEV) | 3.6 | $65M | 308k | 210.25 | |
| Acv Auctions Com Cl A (ACVA) | 3.5 | $63M | 2.9M | 21.60 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 3.4 | $61M | 1.8M | 33.45 | |
| Astera Labs (ALAB) | 3.4 | $60M | 455k | 132.45 | |
| Mongodb Cl A (MDB) | 3.3 | $58M | 250k | 232.81 | |
| Kinsale Cap Group (KNSL) | 3.1 | $56M | 120k | 465.13 | |
| Godaddy Cl A (GDDY) | 3.0 | $53M | 268k | 197.37 | |
| Floor & Decor Hldgs Cl A (FND) | 2.5 | $44M | 442k | 99.70 | |
| Spotify Technology S A SHS (SPOT) | 2.2 | $40M | 89k | 447.38 | |
| Cyberark Software SHS (CYBR) | 2.2 | $39M | 116k | 333.15 | |
| Duolingo Cl A Com (DUOL) | 2.0 | $36M | 111k | 324.23 |
