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Holdings

Spyglass Capital Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Ascendis Pharma A/S ASNDSPONSORED ADR657,853-56,11358,713,380,000-17,838,055,0004.24  Hist 06/30/2023
PELOTON INTERACTIVE, INC. PTONCommon3,202,298-271,94824,625,672,000-14,772,278,0001.78  Hist 06/30/2023
FIVE BELOW, INC FIVECOM225,742-51,23944,367,333,000-12,682,444,0003.210.41 Hist 06/30/2023
Leslie's, Inc. LESLCOM4,339,464-368,99940,747,567,000-11,092,611,0002.94  Hist 06/30/2023
EXACT SCIENCES CORP EXASCommon661,930-379,51662,155,227,000-8,465,226,0004.490.37 Hist 06/30/2023
GoDaddy Inc. GDDYCL A779,334-66,17458,551,363,000-7,161,519,0004.23  Hist 06/30/2023
ROKU, INC ROKUCommon855,502-72,90654,717,908,000-6,389,907,0003.95  Hist 06/30/2023
ZoomInfo Technologies Inc. ZICOM CL A2,488,422-211,55763,181,035,000-3,535,446,0004.57  Hist 06/30/2023
Lyft, Inc. LYFTCL A COM3,753,916-316,56036,000,054,000-1,733,259,0002.60  Hist 06/30/2023
AFFILIATED MANAGERS GROUP, INC. AMGCommon369,458-31,30755,378,060,000-1,698,891,0004.001.02 Hist 06/30/2023
Nutanix, Inc. NTNXCommon2,558,262-218,10871,759,249,000-398,607,0005.19  Hist 06/30/2023
VAIL RESORTS INC MTNCommon178,145-15,14044,849,785,000-317,054,0003.240.46 Hist 06/30/2023
TransDigm Group INC TDGCommon73,497-6,38265,718,812,0006,843,995,0004.750.13 Hist 06/30/2023
Spotify Technology S.A. SPOTCOM500,799-42,45180,403,279,0007,814,214,0005.810.26 Hist 06/30/2023
Affirm Holdings, Inc. AFRMCOM2,951,547-250,14545,247,216,0009,164,147,0003.27  Hist 06/30/2023
Datadog, Inc. DDOGCommon746,533-63,60973,443,917,00014,578,999,0005.31  Hist 06/30/2023
Palo Alto Networks Inc PANWCOM384,076-32,52698,135,259,00014,923,176,0007.090.13 Hist 06/30/2023
AppLovin Corp APPCommon Stock2,443,567-207,40062,872,979,00021,120,249,0004.54  Hist 06/30/2023
Pure Storage, Inc. PSTGCommon2,512,435-214,24492,507,857,00022,950,276,0006.69  Hist 06/30/2023
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