Spyglass Capital Management LLC: MEDP position timeline

Spyglass Capital Management LLC held 120,365 MEDP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 120,365 shares

   Change vs previous 13F +64,610 shares

   3.45% of the 13F portfolio, value $63,744,100.

   13F-HR 0001172661-26-003494 filed by Spyglass Capital Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 55,755 shares

   Change vs previous 13F -13,420 shares

   1.9% of the 13F portfolio, value $26,772,993.

   13F-HR/A 0001172661-26-002427 filed by Spyglass Capital Management LLC
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 69,175 shares

   Change vs previous 13F -81,707 shares

   1.94% of the 13F portfolio, value $38,852,139.

   13F-HR 0001172661-26-000853 filed by Spyglass Capital Management LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 150,882 shares

   Change vs previous 13F -73,589 shares

   4.14% of the 13F portfolio, value $77,577,489.

   13F-HR 0001172661-25-004841 filed by Spyglass Capital Management LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 224,471 shares

   Change vs previous 13F -17,675 shares

   4.16% of the 13F portfolio, value $70,452,468.

   13F-HR 0001172661-25-003124 filed by Spyglass Capital Management LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 242,146 shares

   Change vs previous 13F -20,514 shares

   5.07% of the 13F portfolio, value $73,779,465.

   13F-HR 0001172661-25-002179 filed by Spyglass Capital Management LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 262,660 shares

   Change vs previous 13F +120,778 shares

   4.91% of the 13F portfolio, value $87,263,532.

   13F-HR 0001172661-25-001035 filed by Spyglass Capital Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 141,882 shares

   Change vs previous 13F not available

   3.11% of the 13F portfolio, value $47,360,212.

   13F-HR 0001172661-24-004790 filed by Spyglass Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).