Spyglass Capital Management LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Sweetgreen, Inc.
SG
$64.2M2.242.54M-3.91%-$2.61M4.28
Shift4 Payments, Inc.
FOUR
$72.82M1.261.1M+21.54%+$12.9M4.85
Ascendis Pharma A/S
ASND
$92.83M1.06614,107+13.73%+$11.21M6.19
Affiliated Managers Group, Inc.
AMG
$55.05M1.03328,745-3.92%-$2.24M3.67
WillScot Mobile Mini Holdings Corp.
WSC
$80.9M0.921.74M+10.54%+$7.72M5.39
Global-e Online Ltd.
GLBE
$52.06M0.861.43M-3.91%-$2.12M3.47
APi Group Corporation
APG
$69.94M0.651.78M-3.92%-$2.85M4.66
Procore Technologies, Inc.
PCOR
$70.44M0.59857,239-3.95%-$2.9M4.69
Exact Sciences Corporation
EXAS
$73.25M0.581.06M+39.82%+$20.86M4.88
Affirm Holdings, Inc.
AFRM
$61.21M0.531.64M+22.66%+$11.31M4.08
Five Below, Inc.
FIVE
$47M0.47259,113-3.92%-$1.92M3.13
AppLovin Corporation
APP
$100.69M0.441.45M-3.91%-$4.1M6.71
Roku, Inc.
ROKU
$38.71M0.41594,042-3.91%-$1.58M2.58
GoDaddy Inc.
GDDY
$65.65M0.39553,181-3.92%-$2.67M4.37
Medpace Holdings, Inc.
MEDP
$44.78M0.36110,811-26.97%-$16.54M2.98
Floor & Decor Holdings, Inc.
FND
$39.37M0.28303,731New+$39.37M2.62
Nutanix, Inc.
NTNX
$30.9M0.21500,570-59.14%-$44.71M2.06
CoStar Group, Inc.
CSGP
$77.88M0.2806,193+22.56%+$14.34M5.19
HubSpot, Inc.
HUBS
$60.13M0.1995,969-3.92%-$2.45M4.01
Veeva Systems Inc.
VEEV
$44.15M0.12190,571New+$44.15M2.94
DoorDash, Inc.
DASH
$61.83M0.11448,944-32.93%-$30.36M4.12
Snowflake Inc.
SNOW
$58.99M0.11365,034+41.25%+$17.23M3.93
Spotify Technology S.A.
SPOT
$51.61M0.1195,558-32.99%-$25.4M3.44
TransDigm Group Incorporated
TDG
$56.32M0.0845,726-15.29%-$10.17M3.75
Palo Alto Networks, Inc.
PANW
$30.28M0.03106,558-30.56%-$13.32M2.02