Spyglass Capital Management LLC
24 holdingsFiling period: 2026-03-31Current AUM: $1.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | 2.95M | $93.4M | $109.8M | 7.15% | +599.7K | 2026-03-31 |
| 2 | HUBS | HUBSPOT INC | 313.9K | $76.6M | $74.5M | 4.85% | +49.0K | 2026-03-31 |
| 3 | FOUR | SHIFT4 PMTS INC | 1.75M | $76.6M | $92.8M | 6.04% | +53.2K | 2026-03-31 |
| 4 | AFRM | AFFIRM HLDGS INC | 1.66M | $76.2M | $118.9M | 7.74% | +218.7K | 2026-03-31 |
| 5 | AAON | AAON INC | 858.8K | $71.1M | $76.5M | 4.98% | -340,081 | 2026-03-31 |
| 6 | APP | APPLOVIN CORP | 166.6K | $66.3M | $65.9M | 4.29% | +45.9K | 2026-03-31 |
| 7 | CDNS | CADENCE DESIGN SYSTEM INC | 233.3K | $64.8M | $79.3M | 5.17% | -38,145 | 2026-03-31 |
| 8 | MDB | MONGODB INC | 253.2K | $62.0M | $85.4M | 5.56% | -12,089 | 2026-03-31 |
| 9 | FICO | FAIR ISAAC CORP | 56.4K | $60.2M | $63.3M | 4.12% | +6.8K | 2026-03-31 |
| 10 | — | GLOBAL E ONLINE LTD | 1.94M | $59.8M | $59.8M | 3.89% | -745,544 | 2026-03-31 |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | 1.01M | $57.3M | $55.1M | 3.59% | -75,972 | 2026-03-31 |
| 12 | — | CREDO TECHNOLOGY GROUP HOLDI | 592.0K | $55.6M | $55.6M | 3.62% | +203.1K | 2026-03-31 |
| 13 | SNOW | SNOWFLAKE INC | 352.3K | $53.1M | $103.3M | 6.73% | +23.4K | 2026-03-31 |
| 14 | CVNA | CARVANA CO | 167.4K | $52.6M | $52.2M | 3.40% | -13,277 | 2026-03-31 |
| 15 | APG | API GROUP CORP | 1.27M | $51.5M | $50.4M | 3.28% | -1,017,459 | 2026-03-31 |
| 16 | KNSL | KINSALE CAP GROUP INC | 137.0K | $46.8M | $48.8M | 3.18% | -60,157 | 2026-03-31 |
| 17 | NCNO | NCINO INC | 3.09M | $46.2M | $57.0M | 3.71% | +175.4K | 2026-03-31 |
| 18 | CSGP | COSTAR GROUP INC | 1.11M | $44.8M | $32.0M | 2.08% | -467,225 | 2026-03-31 |
| 19 | DASH | DOORDASH INC | 298.2K | $44.8M | $58.5M | 3.81% | +27.6K | 2026-03-31 |
| 20 | RBLX | ROBLOX CORP | 780.0K | $44.1M | $27.8M | 1.81% | -- | 2026-03-31 |
| 21 | ILMN | ILLUMINA INC | 325.0K | $40.1M | $66.7M | 4.34% | -76,484 | 2026-03-31 |
| 22 | LOAR | LOAR HOLDINGS INC | 584.1K | $33.5M | $40.0M | 2.60% | -319,998 | 2026-03-31 |
| 23 | MEDP | MEDPACE HLDGS INC | 55.8K | $26.8M | $32.2M | 2.10% | -13,420 | 2026-03-31 |
| 24 | CHYM | CHIME FINL INC | 1.30M | $24.3M | $29.8M | 1.94% | -- | 2026-03-31 |
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