Spyglass Capital Management LLC Portfolio Holdings by Sector

Spyglass Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology AFRM FOUR HOOD MDB CYBR 5 stocks	$433,091 25.9% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW APP PCOR HUBS NCNO CDNS DUOL 7 stocks	$431,210 25.79% of portfolio	4	3	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS MEDP ILMN 3 stocks	$209,301 12.52% of portfolio	1	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$128,885 7.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$70,461 4.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$64,583 3.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$59,070 3.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$58,080 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$58,029 3.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$55,616 3.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON 1 stocks	$52,536 3.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$51,208 3.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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