HoldingsChannel.com
Spyglass Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
DOCUSIGN INC 593,287 +168,403 $54,820
     DOCU593,287+168,403$54,820
PALO ALTO NETWORKS INC 311,654 +128,819 $51,099
     PANW311,654+128,819$51,099
CHIPOTLE MEXICAN GRILL INC 72,947 +31,521 $47,737
     CMG72,947+31,521$47,737
GODADDY INC 826,243 +232,332 $47,187
     GDDY826,243+232,332$47,187
EXACT SCIENCES CORP 722,871 +335,754 $41,927
     EXAS722,871+335,754$41,927
SPLUNK INC 330,635 +97,209 $41,736
     SPLK330,635+97,209$41,736
ARISTA NETWORKS INC 204,281 +18,005 $41,377
     ANET204,281+18,005$41,377
ULTA BEAUTY INC 234,995 +73,407 $41,289
     ULTA234,995+73,407$41,289
PROOFPOINT INC 397,736 +37,610 $40,804
     PFPT397,736+37,610$40,804
PACIRA BIOSCIENCES 1,190,537 +333,710 $39,919
     PCRX1,190,537+333,710$39,919
ASCENDIS PHARMA A S 351,388 +100,416 $39,570
     ASND351,388+100,416$39,570
BRIGHT HORIZONS FAM SOL IN D 377,866 +377,866 $38,542
     BFAM377,866+377,866$38,542
AFFILIATED MANAGERS GROUP IN 646,082 +292,493 $38,209
     AMG646,082+292,493$38,209
SVMK INC 2,689,068 +1,002,074 $36,329
     SVMK2,689,068+1,002,074$36,329
TWITTER INC 1,402,606 +393,699 $34,448
     TWTR1,402,606+393,699$34,448
EVERBRIDGE INC 306,184 -31,572 $32,566
     EVBG306,184-31,572$32,566
FIVE BELOW INC 453,000 +453,000 $31,882
     FIVE453,000+453,000$31,882
VAIL RESORTS INC 199,513 +94,543 $29,470
     MTN199,513+94,543$29,470
NUTANIX INC 1,676,619 +471,166 $26,491
     NTNX1,676,619+471,166$26,491
LYFT INC 960,614 +960,614 $25,792
     LYFT960,614+960,614$25,792
REDFIN CORP 1,572,508 +148,093 $24,248
     RDFN1,572,508+148,093$24,248
EQUINIX INC 35,665 -2,378 $22,275
     EQIX35,665-2,378$22,275
ENVESTNET INC 399,610 +164,526 $21,491
     ENV399,610+164,526$21,491
DEXCOM INC 68,485 -41,624 $18,441
     DXCM68,485-41,624$18,441

See Full List: All Stocks Held By Spyglass Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Spyglass Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $885,184
At 12/31/2019: $778,928

Spyglass Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Spyglass Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Spyglass Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.