Spyglass Capital Management LLC
25 holdingsFiling period: 2026-06-30Current AUM: $1.80Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AFRM | Affirm Hldgs Inc | 1.54M | $125.4M | $106.9M | 5.94% | -124,485 | 2026-06-30 |
| 2 | — | Credo Technology Group Holdi | 401.5K | $109.2M | $109.2M | 6.07% | -190,487 | 2026-06-30 |
| 3 | IOT | Samsara Inc | 3.09M | $100.1M | $137.8M | 7.66% | +139.0K | 2026-06-30 |
| 4 | AAON | Aaon Inc | 776.6K | $98.5M | $55.0M | 3.06% | -82,211 | 2026-06-30 |
| 5 | APP | Applovin Corp | 191.0K | $98.4M | $49.8M | 2.77% | +24.5K | 2026-06-30 |
| 6 | FICO | Fair Isaac Corp | 74.9K | $89.5M | $53.1M | 2.95% | +18.6K | 2026-06-30 |
| 7 | FOUR | Shift4 Pmts Inc | 1.83M | $89.2M | $67.8M | 3.77% | +82.7K | 2026-06-30 |
| 8 | SNOW | Snowflake Inc | 330.0K | $84.0M | $110.5M | 6.14% | -22,257 | 2026-06-30 |
| 9 | ILMN | Illumina Inc | 458.8K | $80.7M | $124.3M | 6.91% | +133.7K | 2026-06-30 |
| 10 | CSGP | Costar Group Inc | 2.69M | $76.3M | $90.8M | 5.05% | +1.58M | 2026-06-30 |
| 11 | MDB | Mongodb Inc | 223.2K | $75.0M | $86.9M | 4.83% | -29,948 | 2026-06-30 |
| 12 | DASH | Doordash Inc | 398.5K | $73.5M | $67.1M | 3.73% | +100.3K | 2026-06-30 |
| 13 | CHYM | Chime Finl Inc | 3.41M | $69.8M | $97.2M | 5.40% | +2.11M | 2026-06-30 |
| 14 | — | Global E Online Ltd | 1.96M | $68.0M | $68.0M | 3.78% | +20.6K | 2026-06-30 |
| 15 | HUBS | Hubspot Inc | 371.4K | $67.8M | $98.0M | 5.45% | +57.4K | 2026-06-30 |
| 16 | CVNA | Carvana Co | 992.6K | $65.3M | $56.2M | 3.12% | +825.2K | 2026-06-30 |
| 17 | MEDP | Medpace Hldgs Inc | 120.4K | $63.7M | $81.5M | 4.53% | +64.6K | 2026-06-30 |
| 18 | QXO | Qxo Inc | 3.64M | $63.0M | $38.2M | 2.12% | -- | 2026-06-30 |
| 19 | CDNS | Cadence Design System Inc | 157.3K | $59.0M | $50.7M | 2.82% | -76,012 | 2026-06-30 |
| 20 | — | Ascendis Pharma A/S | 215.4K | $57.5M | $57.5M | 3.19% | -- | 2026-06-30 |
| 21 | MKSI | Mks Inc. | 118.5K | $52.7M | $24.0M | 1.33% | -- | 2026-06-30 |
| 22 | LOAR | Loar Holdings Inc | 611.7K | $49.3M | $38.6M | 2.14% | +27.5K | 2026-06-30 |
| 23 | APG | Api Group Corp | 1.16M | $49.2M | $46.8M | 2.60% | -108,291 | 2026-06-30 |
| 24 | PCOR | Procore Technologies Inc | 1.05M | $42.8M | $66.1M | 3.67% | +47.5K | 2026-06-30 |
| 25 | FPS | Forgent Power Solutions Inc | 705.4K | $39.4M | $17.7M | 0.98% | -- | 2026-06-30 |
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