Filer Name: SPYGLASS CAPITAL MANAGEMENT LLC
CIK: 1654344
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 25
Portfolio Value: $1.78B

Spyglass Capital Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AFRM US AFFIRM HOLDINGS INC 1,702,004 $104M 5.83% -27.5% -
APP US APPLOVIN CORP-CLASS A 315,061 $102M 5.74% -61.5% -
FOUR US SHIFT4 PAYMENTS INC-CLASS A 981,859 $102M 5.73% 22.7% -
DASH US DOORDASH INC - A 546,239 $92M 5.15% -1.3% -
SNOW US SNOWFLAKE INC-CLASS A 577,034 $89M 5.01% 5.3% -
CSGP US COSTAR GROUP INC 1,221,607 $87M 4.92% 47.4% -
MEDP US MEDPACE HOLDINGS INC 262,660 $87M 4.91% 85.1% -
EXAS US EXACT SCIENCES CORP 1,539,436 $87M 4.87% 10.2% -
GLBE US GLOBAL-E ONLINE LTD 1,487,335 $81M 4.56% 6.8% -
PCOR US PROCORE TECHNOLOGIES INC 1,048,154 $79M 4.42% 12.0% -
APG US API GROUP CORP 2,070,041 $74M 4.19% 12.9% -
HUBS US HUBSPOT INC 106,551 $74M 4.18% 14.2% -
SG US SWEETGREEN INC - CLASS A 2,296,894 $74M 4.14% 12.0% -
ILMN US ILLUMINA INC 537,716 $72M 4.04% 100.0% -
VEEV US VEEVA SYSTEMS INC-CLASS A 307,801 $65M 3.64% 37.3% -
ACVA US ACV AUCTIONS INC-A 2,916,586 $63M 3.54% 11.6% -
WSC US WILLSCOT HOLDINGS CORP 1,829,245 $61M 3.44% 40.5% -
ALAB US ASTERA LABS INC 455,312 $60M 3.39% -38.1% -
MDB US MONGODB INC 249,683 $58M 3.27% 5.8% -
KNSL US KINSALE CAPITAL GROUP INC 119,895 $56M 3.14% 35.7% -
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