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Spyglass Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,847,373,136
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AFFIRM HLDGS INC · COM CL A · 00827B106 · shares: $125,410,852
- CREDO TECHNOLOGY GROUP HOLDI · ORDINARY SHARES · G25457105 · shares: $109,188,741
- SAMSARA INC · COM CL A · 79589L106 · shares: $100,067,792
- AAON INC · COM PAR $0.004 · 000360206 · shares: $98,523,155
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $98,423,356
- FAIR ISAAC CORP · COM · 303250104 · shares: $89,546,371
- SHIFT4 PMTS INC · CL A · 82452J109 · shares: $89,196,178
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $83,987,800
- ILLUMINA INC · COM · 452327109 · shares: $80,665,002
- COSTAR GROUP INC · COM · 22160N109 · shares: $76,313,819
Reported holdings
25 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 1,537,840 shares | $125,410,852 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 401,503 shares | $109,188,741 |
| SAMSARA INC | COM CL A | 79589L106 | — | 3,085,655 shares | $100,067,792 |
| AAON INC | COM PAR $0.004 | 000360206 | — | 776,629 shares | $98,523,155 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 191,028 shares | $98,423,356 |
| FAIR ISAAC CORP | COM | 303250104 | — | 74,948 shares | $89,546,371 |
| SHIFT4 PMTS INC | CL A | 82452J109 | — | 1,833,803 shares | $89,196,178 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 330,011 shares | $83,987,800 |
| ILLUMINA INC | COM | 452327109 | — | 458,767 shares | $80,665,002 |
| COSTAR GROUP INC | COM | 22160N109 | — | 2,694,697 shares | $76,313,819 |
| MONGODB INC | CL A | 60937P106 | — | 223,226 shares | $74,981,613 |
| DOORDASH INC | CL A | 25809K105 | — | 398,484 shares | $73,532,253 |
| CHIME FINL INC | COM SHS CL A | 16935C109 | — | 3,406,249 shares | $69,759,980 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 1,958,379 shares | $68,014,503 |
| HUBSPOT INC | COM | 443573100 | — | 371,365 shares | $67,777,826 |
| CARVANA CO | CL A | 146869102 | — | 992,632 shares | $65,335,038 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 120,365 shares | $63,744,100 |
| QXO INC | COM NEW | 82846H405 | — | 3,643,593 shares | $62,961,287 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 157,335 shares | $59,050,972 |
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 215,398 shares | $57,450,955 |
| MKS INC. | COM | 55306N104 | — | 118,526 shares | $52,720,365 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | — | 611,657 shares | $49,305,671 |
| API GROUP CORP | COM STK | 00187Y100 | — | 1,162,808 shares | $49,244,919 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 1,052,908 shares | $42,769,123 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 705,361 shares | $39,401,465 |