Institutions / Spyglass Capital Management LLC
Spyglass Capital Management LLC
CIK 1654344 · Institution · as of Dec 31, 2025
Portfolio value
$2.00B
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| MongoDB, Inc. | $111.33M | 5.6% |
| Affirm Holdings Inc Class a | $107.45M | 5.4% |
| Shift4 Payments, Inc. | $106.92M | 5.3% |
| Hubspot Inc | $106.32M | 5.3% |
| CoStar Group Inc | $106.13M | 5.3% |
| Global E Online Ltd | $105.48M | 5.3% |
| Aaon, Inc. | $91.42M | 4.6% |
| Ascendis Pharma A/S | $88.61M | 4.4% |
| APi Group Corp | $87.56M | 4.4% |
| Cadence Design Systems Inc | $84.86M | 4.2% |
| Fair Isaac Corp | $83.75M | 4.2% |
| Samsara Inc. | $83.20M | 4.2% |
| AppLovin Corp | $81.29M | 4.1% |
| Procore Technologies, Inc. | $78.66M | 3.9% |
| Kinsale Capital Group, Inc. | $77.12M | 3.9% |
| Carvana Co. | $76.25M | 3.8% |
| nCino Inc. | $74.61M | 3.7% |
| Snowflake Inc. | $72.13M | 3.6% |
| Loar Holdings Inc.LOAR | $61.48M | 3.1% |
| DoorDash, Inc. | $61.28M | 3.1% |
| Credo Technology Group Holding Ltd | $55.95M | 2.8% |
| Exact Sciences Corp. | $54.83M | 2.7% |
| Illumina Inc | $52.67M | 2.6% |
| Duolingo, Inc. | $50.35M | 2.5% |
| Medpace Holdings, Inc. | $38.85M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.