Spyglass Capital Management LLC Portfolio Holdings by Sector

Spyglass Capital Management LLC

$1.48 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP SNOW PCOR HUBS DUOL 5 stocks	$315,598 21.26% of portfolio	2	3	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM FOUR MDB GDDY 4 stocks	$286,084 19.28% of portfolio	2	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS MEDP 2 stocks	$142,444 9.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$112,633 7.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ASND 1 stocks	$97,495 6.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$72,694 4.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$62,540 4.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$60,509 4.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$55,583 3.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$53,534 3.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$53,121 3.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$48,959 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$47,045 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$41,132 2.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$34,835 2.35% of portfolio	-	1	-	-	0 Calls 0 Puts

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