0001172661-23-002172.txt : 20230515 0001172661-23-002172.hdr.sgml : 20230515 20230515094916 ACCESSION NUMBER: 0001172661-23-002172 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23919173 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 03-31-2023 03-31-2023 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 05-15-2023 0 25 1326271106 INFORMATION TABLE 2 infotable.xml AFFILIATED MANAGERS GROUP IN COM 008252108 57076951 400765 SH SOLE 400765 0 0 AFFIRM HLDGS INC COM CL A 00827B106 36083069 3201692 SH SOLE 3201692 0 0 APPLOVIN CORP COM CL A 03831W108 41752730 2650967 SH SOLE 2650967 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 76551435 713966 SH SOLE 713966 0 0 CABLE ONE INC COM 12685J105 34080696 48548 SH SOLE 48548 0 0 DATADOG INC CL A COM 23804L103 58864918 810142 SH SOLE 810142 0 0 EXACT SCIENCES CORP COM 30063P105 70620453 1041446 SH SOLE 1041446 0 0 FIVE BELOW INC COM 33829M101 57049777 276981 SH SOLE 276981 0 0 GLOBAL E ONLINE LTD SHS M5216V106 29088155 902518 SH SOLE 902518 0 0 GODADDY INC CL A 380237107 65712882 845508 SH SOLE 845508 0 0 LESLIES INC COM 527064109 51840178 4708463 SH SOLE 4708463 0 0 LYFT INC CL A COM 55087P104 37733313 4070476 SH SOLE 4070476 0 0 MATCH GROUP INC NEW COM 57667L107 52079759 1356597 SH SOLE 1356597 0 0 MEDPACE HLDGS INC COM 58506Q109 8308237 44181 SH SOLE 44181 0 0 NUTANIX INC CL A 67059N108 72157856 2776370 SH SOLE 2776370 0 0 PACIRA BIOSCIENCES INC COM 695127100 33914620 831037 SH SOLE 831037 0 0 PALO ALTO NETWORKS INC COM 697435105 83212083 416602 SH SOLE 416602 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 39397950 3474246 SH SOLE 3474246 0 0 PURE STORAGE INC CL A 74624M102 69557581 2726679 SH SOLE 2726679 0 0 ROKU INC COM CL A 77543R102 61107815 928408 SH SOLE 928408 0 0 SPLUNK INC COM 848637104 46733446 487416 SH SOLE 487416 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 72589065 543250 SH SOLE 543250 0 0 TRANSDIGM GROUP INC COM 893641100 58874817 79879 SH SOLE 79879 0 0 VAIL RESORTS INC COM 91879Q109 45166839 193285 SH SOLE 193285 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 66716481 2699979 SH SOLE 2699979 0 0