0001172661-23-000912.txt : 20230214 0001172661-23-000912.hdr.sgml : 20230214 20230214095200 ACCESSION NUMBER: 0001172661-23-000912 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23623677 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 12-31-2022 12-31-2022 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 02-14-2023 0 25 1244863055 INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP IN COM 008252108 66467881 419541 SH SOLE 419541 0 0 AFFIRM HLDGS INC COM CL A 00827B106 32410272 3351631 SH SOLE 3351631 0 0 APPLOVIN CORP COM CL A 03831W108 29222666 2775182 SH SOLE 2775182 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 87257122 714461 SH SOLE 714461 0 0 CABLE ONE INC COM 12685J105 36178861 50823 SH SOLE 50823 0 0 DATADOG INC CL A COM 23804L103 48033647 653519 SH SOLE 653519 0 0 EXACT SCIENCES CORP COM 30063P105 62838241 1269203 SH SOLE 1269203 0 0 FIVE BELOW INC COM 33829M101 57270860 323802 SH SOLE 323802 0 0 GODADDY INC CL A 380237107 66224304 885115 SH SOLE 885115 0 0 LESLIES INC COM 527064109 55062045 4509586 SH SOLE 4509586 0 0 LYFT INC CL A COM 55087P104 52042876 4722584 SH SOLE 4722584 0 0 MATCH GROUP INC NEW COM 57667L107 48708804 1173989 SH SOLE 1173989 0 0 MOMENTIVE GLOBAL INC COM 60878Y108 35078883 5011269 SH SOLE 5011269 0 0 NUTANIX INC CL A 67059N108 64944161 2493058 SH SOLE 2493058 0 0 OAK STR HEALTH INC COM 67181A107 53750070 2498841 SH SOLE 2498841 0 0 PACIRA BIOSCIENCES INC COM 695127100 33539966 868686 SH SOLE 868686 0 0 PALO ALTO NETWORKS INC COM 697435105 50494503 361864 SH SOLE 361864 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 28877129 3636918 SH SOLE 3636918 0 0 PURE STORAGE INC CL A 74624M102 36678273 1370638 SH SOLE 1370638 0 0 ROKU INC COM CL A 77543R102 24912307 612096 SH SOLE 612096 0 0 SPLUNK INC COM 848637104 43926389 510238 SH SOLE 510238 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 44898549 568696 SH SOLE 568696 0 0 TRANSDIGM GROUP INC COM 893641100 66111361 104997 SH SOLE 104997 0 0 VAIL RESORTS INC COM 91879Q109 55166823 231453 SH SOLE 231453 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 64767062 2151015 SH SOLE 2151015 0 0