Q4 2024 · 13F-HR
Spyglass Capital Management LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001035
$1.78B
Reported value
25
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00827B106 | AFRM | AFFIRM HLDGS INC | $103.7M | 5.83% | 1,702,004 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $102.0M | 5.74% | 315,061 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $101.9M | 5.73% | 981,859 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $91.6M | 5.15% | 546,239 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $89.1M | 5.01% | 577,034 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $87.5M | 4.92% | 1,221,607 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $87.3M | 4.91% | 262,660 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $86.5M | 4.87% | 1,539,436 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $81.1M | 4.56% | 1,487,335 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $78.5M | 4.42% | 1,048,154 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $74.5M | 4.19% | 2,070,041 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $74.2M | 4.18% | 106,551 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $73.6M | 4.14% | 2,296,894 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $71.9M | 4.04% | 537,716 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $64.7M | 3.64% | 307,801 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $63.0M | 3.54% | 2,916,586 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $61.2M | 3.44% | 1,829,245 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $60.3M | 3.39% | 455,312 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $58.1M | 3.27% | 249,683 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $55.8M | 3.14% | 119,895 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $52.8M | 2.97% | 267,614 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $44.1M | 2.48% | 442,104 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $39.9M | 2.24% | 89,121 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $38.7M | 2.18% | 116,221 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $36.0M | 2.03% | 111,173 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.