0001172661-23-002985.txt : 20230814 0001172661-23-002985.hdr.sgml : 20230814 20230814090413 ACCESSION NUMBER: 0001172661-23-002985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spyglass Capital Management LLC CENTRAL INDEX KEY: 0001654344 IRS NUMBER: 320462594 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19348 FILM NUMBER: 231166664 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG. A, SUITE 4800 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-318-2366 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG. A, SUITE 4800 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001654344 XXXXXXXX 06-30-2023 06-30-2023 false Spyglass Capital Management LLC

One Letterman Drive Bldg. A, Suite 4800 San Francisco CA 94129

13F HOLDINGS REPORT 028-19348 000281266 801-112070 N John Zhang 415-318-2366 /s/ John Zhang San Francisco CA 08-14-2023 0 25 1383680705 INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP IN COM 008252108 55378060 369458 SH SOLE 369458 0 0 AFFIRM HLDGS INC COM CL A 00827B106 45247216 2951547 SH SOLE 2951547 0 0 APPLOVIN CORP COM CL A 03831W108 62872979 2443567 SH SOLE 2443567 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 58713380 657853 SH SOLE 657853 0 0 DATADOG INC CL A COM 23804L103 73443917 746533 SH SOLE 746533 0 0 EXACT SCIENCES CORP COM 30063P105 62155227 661930 SH SOLE 661930 0 0 FIVE BELOW INC COM 33829M101 44367333 225742 SH SOLE 225742 0 0 GLOBAL E ONLINE LTD SHS M5216V106 38254336 934400 SH SOLE 934400 0 0 GODADDY INC CL A 380237107 58551363 779334 SH SOLE 779334 0 0 LESLIES INC COM 527064109 40747567 4339464 SH SOLE 4339464 0 0 LYFT INC CL A COM 55087P104 36000054 3753916 SH SOLE 3753916 0 0 MATCH GROUP INC NEW COM 57667L107 59658305 1425527 SH SOLE 1425527 0 0 MEDPACE HLDGS INC COM 58506Q109 34257128 142637 SH SOLE 142637 0 0 NUTANIX INC CL A 67059N108 71759249 2558262 SH SOLE 2558262 0 0 PALO ALTO NETWORKS INC COM 697435105 98135259 384076 SH SOLE 384076 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 24625672 3202298 SH SOLE 3202298 0 0 PURE STORAGE INC CL A 74624M102 92507857 2512435 SH SOLE 2512435 0 0 ROKU INC COM CL A 77543R102 54717908 855502 SH SOLE 855502 0 0 SPLUNK INC COM 848637104 54753686 516106 SH SOLE 516106 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 80403279 500799 SH SOLE 500799 0 0 SWEETGREEN INC COM CL A 87043Q108 18638293 1453845 SH SOLE 1453845 0 0 TRANSDIGM GROUP INC COM 893641100 65718812 73497 SH SOLE 73497 0 0 VAIL RESORTS INC COM 91879Q109 44849785 178145 SH SOLE 178145 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 44743005 936242 SH SOLE 936242 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 63181035 2488422 SH SOLE 2488422 0 0