HoldingsChannel.com
Spyglass Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
PROOFPOINT INC 192,478 +32,520 $24,839
     PFPT192,478+32,520$24,839
NUTANIX INC 846,424 +288,675 $22,219
     NTNX846,424+288,675$22,219
TWITTER INC 538,533 +20,763 $22,188
     TWTR538,533+20,763$22,188
GODADDY INC 316,638 +112,267 $20,892
     GDDY316,638+112,267$20,892
PALO ALTO NETWORKS INC 97,804 +16,474 $19,935
     PANW97,804+16,474$19,935
CHIPOTLE MEXICAN GRILL INC 22,135 +3,745 $18,604
     CMG22,135+3,745$18,604
DOCUSIGN INC 284,759 -18,314 $17,632
     DOCU284,759-18,314$17,632
EQUINIX INC 30,294 -1,485 $17,474
     EQIX30,294-1,485$17,474
PACIRA BIOSCIENCES 457,250 +77,641 $17,408
     PCRX457,250+77,641$17,408
QUANTA SVCS INC 444,095 +74,946 $16,787
     PWR444,095+74,946$16,787
SVMK INC 900,866 +900,866 $15,405
     SVMK900,866+900,866$15,405
DEXCOM INC 96,151 -16,034 $14,350
     DXCM96,151-16,034$14,350
ARISTA NETWORKS INC 59,352 +9,994 $14,180
     ANET59,352+9,994$14,180
AFFILIATED MANAGERS GROUP IN 164,679 +66,979 $13,726
     AMG164,679+66,979$13,726
ADVANCED MICRO DEVICES INC 468,203 +79,120 $13,573
     AMD468,203+79,120$13,573
ULTA BEAUTY INC 52,040 +24,136 $13,044
     ULTA52,040+24,136$13,044
ASCENDIS PHARMA A S 133,689 +22,949 $12,877
     ASND133,689+22,949$12,877
REDFIN CORP 763,702 +127,189 $12,861
     RDFN763,702+127,189$12,861
EXACT SCIENCES CORP 126,720 +54,567 $11,452
     EXAS126,720+54,567$11,452
EVERBRIDGE INC 179,871 +39,821 $11,100
     EVBG179,871+39,821$11,100
ENVESTNET INC 191,996 +34,926 $10,886
     ENV191,996+34,926$10,886
SPLUNK INC 89,820 +15,095 $10,586
     SPLK89,820+15,095$10,586
ZUORA INC 612,928 +104,520 $9,225
     ZUO612,928+104,520$9,225
VAIL RESORTS INC 35,730 +35,730 $8,131
     MTN35,730+35,730$8,131

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 09/30/2019: $376,707
At 06/30/2019: $316,505

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

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