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Spyglass Capital Management LLC

Q4 2018 Holdings

Filed 2019-02-14 | 26 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Advanced Micro Devices Inc(AMD)COM007903107$3.1M167,58152.3%
Ascendis Pharma A S(ASND)SPONSORED ADR04351P101$2.7M43,06545.6%
Proofpoint Inc(PFPT)COM743424103$7.2K86,1060.1%
Chipotle Mexican Grill Inc(CMG)COM169656105$7.2K16,6560.1%
Docusign Inc(DOCU)COM256163106$6.5K163,2700.1%
Twitter Inc(TWTRUSD)COM90184L102$6.5K226,6000.1%
Godaddy Inc(GDDY)CL A380237107$6.4K97,7840.1%
Dexcom Inc(DXCM)COM252131107$6.2K51,6940.1%
Everbridge Inc(EVBGEUR)COM29978A104$6.2K108,4150.1%
Quanta Svcs Inc(PWR)COM74762E102$6.0K199,2220.1%
Palo Alto Networks Inc(PANW)COM697435105$5.8K30,6520.1%
Nutanix Inc(NTNX)CL A67059N108$5.8K138,7540.1%
Exact Sciences Corp(EXAS)COM30063P105$5.6K89,5200.1%
Imax Corp(IMAX)COM45245E109$5.6K299,3950.1%
Arista Networks Inc(ANETEUR)COM040413106$5.6K26,5330.1%
Tableau Software Inc(DATA)CL A87336U105$5.4K44,6940.1%
Alliance Data Systems Corp(BFH)COM018581108$5.3K35,2120.1%
Equinix Inc(EQIX)COM PAR $0.00129444U700$5.3K14,9850.1%
Pacira Pharmaceuticals Inc(PCRX)COM695127100$5.2K120,1570.1%
Ulta Beauty Inc(ULTA)COM90384S303$5.0K20,3550.1%
Redfin Corp(RDFN)COM75737F108$5.0K345,6740.1%
Affiliated Managers Group(AMG)COM008252108$4.7K48,3150.1%
Splunk Inc(SPLKCHF)COM848637104$3.9K37,4630.1%
Envestnet Inc(ENVUSD)COM29404K106$3.8K77,7080.1%
Twilio Inc(TWLO)CL A90138F102$2.9K32,1930.0%
Tripadvisor Inc(TRIP)COM896945201$61411,3770.0%