13F HOLDINGS REPORT
Spyglass Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002179
Total Value
$1.46B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AFFIRM HLDGS INC | AFRM | 1,902,425 | $86.0M | 5.90% |
| 2 | SWEETGREEN INC | SG | 3,386,170 | $84.7M | 5.82% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 1,002,330 | $81.9M | 5.62% |
| 4 | SNOWFLAKE INC | SNOW | 557,726 | $81.5M | 5.60% |
| 5 | APPLOVIN CORP | APP | 302,224 | $80.1M | 5.50% |
| 6 | MEDPACE HLDGS INC | MEDP | 242,146 | $73.8M | 5.07% |
| 7 | KINSALE CAP GROUP INC | 49714P108 | 151,421 | $73.7M | 5.06% |
| 8 | API GROUP CORP | APG | 2,000,741 | $71.5M | 4.91% |
| 9 | EXACT SCIENCES CORP | 30063P105 | 1,576,634 | $68.3M | 4.69% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 933,887 | $61.7M | 4.23% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 1,321,608 | $55.0M | 3.78% |
| 12 | ASTERA LABS INC | ALAB | 907,949 | $54.2M | 3.72% |
| 13 | VEEVA SYS INC | VEEV | 227,297 | $52.6M | 3.61% |
| 14 | HUBSPOT INC | HUBS | 91,150 | $52.1M | 3.57% |
| 15 | GLOBAL E ONLINE LTD | GLBE | 1,437,501 | $51.2M | 3.52% |
| 16 | AAON INC | AAON | 620,895 | $48.5M | 3.33% |
| 17 | WILLSCOT HLDGS CORP | WSC | 1,723,601 | $47.9M | 3.29% |
| 18 | MONGODB INC | MDB | 269,595 | $47.3M | 3.25% |
| 19 | DOORDASH INC | DASH | 245,112 | $44.8M | 3.08% |
| 20 | ILLUMINA INC | ILMN | 559,057 | $44.4M | 3.05% |
| 21 | ACV AUCTIONS INC | ACVA | 3,117,628 | $43.9M | 3.02% |
| 22 | CYBERARK SOFTWARE LTD | M2682V108 | 124,511 | $42.1M | 2.89% |
| 23 | COSTAR GROUP INC | CSGP | 495,858 | $39.3M | 2.70% |
| 24 | FAIR ISAAC CORP | FICO | 20,782 | $38.3M | 2.63% |
| 25 | GODADDY INC | GDDY | 176,722 | $31.8M | 2.19% |