Spyglass Capital Management’s Lyft LYFT Stock Holding History

Spyglass Capital Management’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,506,583	Closed	-$37M	–	27
2023 Q3	$37M	Sell	3,506,583 -247,333	-7%	-$2.76M	2.9%	23
2023 Q2	$36M	Sell	3,753,916 -316,560	-8%	-$3.04M	2.6%	22
2023 Q1	$37.7M	Sell	4,070,476 -652,108	-14%	-$7.88M	2.85%	20
2022 Q4	$52M	Sell	4,722,584 -593,978	-11%	-$7.16M	4.18%	12
2022 Q3	$70M	Buy	5,316,562 +111,072	+2%	+$1.71M	4.95%	7
2022 Q2	$69.1M	Buy	5,205,490 +947,048	+22%	+$22.1M	3.84%	14
2022 Q1	$164M	Buy	4,258,442 +770,967	+22%	+$30.2M	5.59%	5
2021 Q4	$149M	Sell	3,487,475 -178,727	-5%	-$8.36M	3.95%	12
2021 Q3	$196M	Buy	3,666,202 +155,062	+4%	+$8.22M	4.51%	9
2021 Q2	$212M	Buy	3,511,140 +569,635	+19%	+$32.8M	4.72%	9
2021 Q1	$186M	Sell	2,941,505 -560,587	-16%	-$31.3M	4.9%	7
2020 Q4	$172M	Buy	3,502,092 +581,413	+20%	+$21.2M	5.28%	3
2020 Q3	$80.5M	Buy	2,920,679 +1,484,966	+103%	+$44.1M	3.72%	16
2020 Q2	$47.4M	Buy	1,435,713 +475,099	+49%	+$15M	2.94%	20
2020 Q1	$25.8M	Buy	+960,614	New	+$38.2M	2.91%	20

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Spyglass Capital Management's LYFT Position: Q4 2023 in Review

Spyglass Capital Management sold out of Lyft (LYFT) in Q4 2023, closing a stake of 3,506,583 shares — an estimated $37M sold.

Spyglass Capital Management first reported a position in LYFT in Q1 2020 and held it in 15 quarters. The position peaked at $212M in Q2 2021. 396 funds tracked by Wall St. Rank hold LYFT as of Q4 2023.

Spyglass Capital Management reported no remaining Lyft position as of Q4 2023 after selling out during the quarter.
Spyglass Capital Management sold 3,506,583 Lyft shares in Q4 2023, an estimated $37M.
Spyglass Capital Management first reported a position in Lyft in Q1 2020 and held it in 15 quarters.
Spyglass Capital Management's Lyft position peaked at $212M in Q2 2021.
396 funds tracked by Wall St. Rank held Lyft as of Q4 2023.

Based on Spyglass Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.