13F HOLDINGS REPORT
Spyglass Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001035
Total Value
$1.78B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AFFIRM HLDGS INC | AFRM | 1,702,004 | $103.7M | 5.83% |
| 2 | APPLOVIN CORP | APP | 315,061 | $102.0M | 5.74% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 981,859 | $101.9M | 5.73% |
| 4 | DOORDASH INC | DASH | 546,239 | $91.6M | 5.15% |
| 5 | SNOWFLAKE INC | SNOW | 577,034 | $89.1M | 5.01% |
| 6 | COSTAR GROUP INC | CSGP | 1,221,607 | $87.5M | 4.92% |
| 7 | MEDPACE HLDGS INC | MEDP | 262,660 | $87.3M | 4.91% |
| 8 | EXACT SCIENCES CORP | 30063P105 | 1,539,436 | $86.5M | 4.87% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 1,487,335 | $81.1M | 4.56% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 1,048,154 | $78.5M | 4.42% |
| 11 | API GROUP CORP | APG | 2,070,041 | $74.5M | 4.19% |
| 12 | HUBSPOT INC | HUBS | 106,551 | $74.2M | 4.18% |
| 13 | SWEETGREEN INC | SG | 2,296,894 | $73.6M | 4.14% |
| 14 | ILLUMINA INC | ILMN | 537,716 | $71.9M | 4.04% |
| 15 | VEEVA SYS INC | VEEV | 307,801 | $64.7M | 3.64% |
| 16 | ACV AUCTIONS INC | ACVA | 2,916,586 | $63.0M | 3.54% |
| 17 | WILLSCOT HLDGS CORP | WSC | 1,829,245 | $61.2M | 3.44% |
| 18 | ASTERA LABS INC | ALAB | 455,312 | $60.3M | 3.39% |
| 19 | MONGODB INC | MDB | 249,683 | $58.1M | 3.27% |
| 20 | KINSALE CAP GROUP INC | 49714P108 | 119,895 | $55.8M | 3.14% |
| 21 | GODADDY INC | GDDY | 267,614 | $52.8M | 2.97% |
| 22 | FLOOR & DECOR HLDGS INC | FND | 442,104 | $44.1M | 2.48% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 89,121 | $39.9M | 2.24% |
| 24 | CYBERARK SOFTWARE LTD | M2682V108 | 116,221 | $38.7M | 2.18% |
| 25 | DUOLINGO INC | DUOL | 111,173 | $36.0M | 2.03% |