Spyglass Capital Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.78B
Signature - Title
John Zhang - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Spyglass Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spyglass Capital Management LLC reported 25 stock holdings with total value $1.78B as of Q4 2024. Top holdings included AFRM, APP, FOUR, DASH, and SNOW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 25 $1.78B +$309M -$400M -$90.9M AFRM, APP, FOUR, DASH, SNOW 13F-HR 2/14/2025, 11:50 AM
Q3 2024 25 $1.52B +$167M -$194M -$26.9M APP, ASND, AFRM, EXAS, DASH 13F-HR 11/14/2024, 09:56 AM
Q2 2024 25 $1.37B +$210M -$253M -$43.4M ASND, FOUR, APP, SG, APG 13F-HR 8/14/2024, 08:52 AM
Q1 2024 25 $1.5B +$179M -$234M -$54.6M APP, ASND, WSC, CSGP, EXAS 13F-HR 5/15/2024, 10:45 AM
Q4 2023 25 $1.39B +$243M -$416M -$172M WSC, ASND, FOUR, DASH, AFRM 13F-HR 2/14/2024, 10:40 AM
Q3 2023 29 $1.28B +$236M -$377M -$141M APP, NTNX, SPOT, PSTG, AFRM 13F-HR 11/14/2023, 09:49 AM
Q2 2023 27 $1.38B +$94.3M -$201M -$107M PANW, PSTG, SPOT, DDOG, NTNX 13F-HR 8/14/2023, 10:04 AM
Q1 2023 25 $1.33B +$145M -$78.6M +$66.7M PANW, ASND, SPOT, NTNX, EXAS 13F-HR 5/15/2023, 09:49 AM
Q4 2022 25 $1.24B +$111M -$242M -$131M ASND, AMG, GDDY, TDG, NTNX 13F-HR 2/14/2023, 08:52 AM
Q3 2022 25 $1.41B +$143M -$238M -$95.6M ASND, NTNX, LESL, PANW, FIVE 13F-HR 11/14/2022, 09:33 AM
Q2 2022 25 $1.8B +$281M -$280M +$1.15M APP, SPLK, ASND, PANW, AMG 13F-HR 8/15/2022, 09:15 AM
Q1 2022 25 $2.93B +$293M -$507M -$213M SPLK, NTNX, APP, EXAS, LYFT 13F-HR 5/16/2022, 10:04 AM
Q4 2021 25 $3.77B +$301M -$260M +$40.5M PANW, AMG, EXAS, APP, NTNX 13F-HR 2/14/2022, 11:32 AM
Q3 2021 25 $4.36B +$643M -$410M +$233M SPLK, NTNX, ULTA, AMG, PANW 13F-HR 11/15/2021, 12:00 PM
Q2 2021 25 $4.49B +$766M -$355M +$411M BYND, SPLK, NTNX, PANW, AMG 13F-HR 8/16/2021, 03:12 PM
Q1 2021 25 $3.8B +$773M -$256M +$518M SPLK, AMG, EXAS, BYND, PANW 13F-HR 5/17/2021, 02:49 PM
Q4 2020 25 $3.26B +$609M -$71M +$538M PANW, EXAS, LYFT, SPLK, SQ 13F-HR 2/16/2021, 03:16 PM
Q3 2020 26 $2.16B +$449M +$449M SQ, EXAS, CMG, TWTR, SPLK 13F-HR 11/16/2020, 01:16 PM
Q2 2020 26 $1.61B +$473M -$62.2M +$411M SPLK, PANW, SVMK, RDFN, EXAS 13F-HR 8/14/2020, 10:53 AM
Q1 2020 25 $885M +$323M -$16.1M +$307M DOCU, PANW, CMG, GDDY, EXAS 13F-HR 5/15/2020, 03:18 PM
Q4 2019 25 $779M +$364M +$364M PANW, PFPT, ULTA, GDDY, PCRX 13F-HR 2/14/2020, 01:15 PM
Q3 2019 25 $377M +$89.3M -$10.3M +$78.9M PFPT, NTNX, TWTR, GDDY, PANW 13F-HR 11/14/2019, 08:45 AM
Q2 2019 26 $317M +$72.6M -$10.1M +$62.5M PFPT, TWTR, DXCM, PANW, PCRX 13F-HR 8/14/2019, 09:33 AM
Q1 2019 26 $258M +$91.9M -$2.76M +$89.2M PFPT, TWTR, CMG, DOCU, ANET 13F-HR 5/15/2019, 11:59 AM
Q4 2018 26 $133M PFPT, CMG, DOCU, TWTR, GDDY 13F-HR 2/14/2019, 01:54 PM