0001172661-23-003882.txt : 20231114 0001172661-23-003882.hdr.sgml : 20231114 20231114094919 ACCESSION NUMBER: 0001172661-23-003882 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402197 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 09-30-2023 09-30-2023 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 11-14-2023 0 25 1276249834 INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP IN COM 008252108 47919631 367651 SH SOLE 367651 0 0 AFFIRM HLDGS INC COM CL A 00827B106 63679913 2993884 SH SOLE 2993884 0 0 API GROUP CORP COM STK 00187Y100 37918865 1462355 SH SOLE 1462355 0 0 APPLOVIN CORP COM CL A 03831W108 75206638 1882048 SH SOLE 1882048 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 57552830 614618 SH SOLE 614618 0 0 DATADOG INC CL A COM 23804L103 57740949 633889 SH SOLE 633889 0 0 DOORDASH INC CL A 25809K105 44451783 559353 SH SOLE 559353 0 0 EXACT SCIENCES CORP COM 30063P105 37481774 549425 SH SOLE 549425 0 0 FIVE BELOW INC COM 33829M101 42454109 263854 SH SOLE 263854 0 0 GLOBAL E ONLINE LTD SHS M5216V106 43078796 1084016 SH SOLE 1084016 0 0 GODADDY INC CL A 380237107 54229782 728112 SH SOLE 728112 0 0 LYFT INC CL A COM 55087P104 36959385 3506583 SH SOLE 3506583 0 0 MEDPACE HLDGS INC COM 58506Q109 38564771 159273 SH SOLE 159273 0 0 NUTANIX INC CL A 67059N108 68162147 1954190 SH SOLE 1954190 0 0 PALO ALTO NETWORKS INC COM 697435105 52878411 225552 SH SOLE 225552 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 50007424 765576 SH SOLE 765576 0 0 PURE STORAGE INC CL A 74624M102 64455316 1809526 SH SOLE 1809526 0 0 ROKU INC COM CL A 77543R102 60225411 853172 SH SOLE 853172 0 0 SHIFT4 PMTS INC CL A 82452J109 44511998 803901 SH SOLE 803901 0 0 SPLUNK INC COM 848637104 44227609 302411 SH SOLE 302411 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 67580927 437021 SH SOLE 437021 0 0 SWEETGREEN INC COM CL A 87043Q108 35384091 3011412 SH SOLE 3011412 0 0 TRANSDIGM GROUP INC COM 893641100 51817927 61459 SH SOLE 61459 0 0 VAIL RESORTS INC COM 91879Q109 36930706 166437 SH SOLE 166437 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 62828641 1510667 SH SOLE 1510667 0 0