Spyglass Capital Management LLC
25 holdingsFiling period: 2026-06-30Current AUM: $1.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AFRM | AFFIRM HLDGS INC | 1.54M | $125.4M | $110.9M | 6.09% | -124,485 | 2026-06-30 |
| 2 | — | CREDO TECHNOLOGY GROUP HOLDI | 401.5K | $109.2M | $109.2M | 6.00% | -190,487 | 2026-06-30 |
| 3 | IOT | SAMSARA INC | 3.09M | $100.1M | $128.5M | 7.06% | +139.0K | 2026-06-30 |
| 4 | AAON | AAON INC | 776.6K | $98.5M | $57.7M | 3.17% | -82,211 | 2026-06-30 |
| 5 | APP | APPLOVIN CORP | 191.0K | $98.4M | $63.3M | 3.48% | +24.5K | 2026-06-30 |
| 6 | FICO | FAIR ISAAC CORP | 74.9K | $89.5M | $73.9M | 4.06% | +18.6K | 2026-06-30 |
| 7 | FOUR | SHIFT4 PMTS INC | 1.83M | $89.2M | $77.7M | 4.27% | +82.7K | 2026-06-30 |
| 8 | SNOW | SNOWFLAKE INC | 330.0K | $84.0M | $106.6M | 5.85% | -22,257 | 2026-06-30 |
| 9 | ILMN | ILLUMINA INC | 458.8K | $80.7M | $102.0M | 5.60% | +133.7K | 2026-06-30 |
| 10 | CSGP | COSTAR GROUP INC | 2.69M | $76.3M | $85.0M | 4.67% | +1.58M | 2026-06-30 |
| 11 | MDB | MONGODB INC | 223.2K | $75.0M | $84.3M | 4.63% | -29,948 | 2026-06-30 |
| 12 | DASH | DOORDASH INC | 398.5K | $73.5M | $79.0M | 4.34% | +100.3K | 2026-06-30 |
| 13 | CHYM | CHIME FINL INC | 3.41M | $69.8M | $114.5M | 6.29% | +2.11M | 2026-06-30 |
| 14 | — | GLOBAL E ONLINE LTD | 1.96M | $68.0M | $68.0M | 3.74% | +20.6K | 2026-06-30 |
| 15 | HUBS | HUBSPOT INC | 371.4K | $67.8M | $89.9M | 4.94% | +57.4K | 2026-06-30 |
| 16 | CVNA | CARVANA CO | 992.6K | $65.3M | $66.4M | 3.65% | +825.2K | 2026-06-30 |
| 17 | MEDP | MEDPACE HLDGS INC | 120.4K | $63.7M | $74.7M | 4.10% | +64.6K | 2026-06-30 |
| 18 | QXO | QXO INC | 3.64M | $63.0M | $41.7M | 2.29% | -- | 2026-06-30 |
| 19 | CDNS | CADENCE DESIGN SYSTEM INC | 157.3K | $59.0M | $43.1M | 2.37% | -76,012 | 2026-06-30 |
| 20 | — | ASCENDIS PHARMA A/S | 215.4K | $57.5M | $57.5M | 3.16% | -- | 2026-06-30 |
| 21 | MKSI | MKS INC. | 118.5K | $52.7M | $27.4M | 1.51% | -- | 2026-06-30 |
| 22 | LOAR | LOAR HOLDINGS INC | 611.7K | $49.3M | $38.8M | 2.13% | +27.5K | 2026-06-30 |
| 23 | APG | API GROUP CORP | 1.16M | $49.2M | $43.0M | 2.36% | -108,291 | 2026-06-30 |
| 24 | PCOR | PROCORE TECHNOLOGIES INC | 1.05M | $42.8M | $55.3M | 3.04% | +47.5K | 2026-06-30 |
| 25 | FPS | FORGENT POWER SOLUTIONS INC | 705.4K | $39.4M | $22.1M | 1.22% | -- | 2026-06-30 |
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