Q1 2026 · 13F-HR/A
Spyglass Capital Management LLCholdings as filed
Filed 2026-05-18 · accession 0001172661-26-002427
$1.41B
Reported value
25
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 79589L106 | IOT | SAMSARA INC | $93.4M | 6.61% | 2,946,646 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $84.2M | 5.96% | 367,972 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $76.6M | 5.42% | 313,922 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $76.6M | 5.42% | 1,751,140 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $76.2M | 5.39% | 1,662,325 | Common | SOLE |
| 000360206 | AAON | AAON INC | $71.1M | 5.03% | 858,840 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $66.3M | 4.69% | 166,557 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $64.8M | 4.59% | 233,347 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $62.0M | 4.39% | 253,174 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $60.2M | 4.26% | 56,350 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $59.8M | 4.23% | 1,937,769 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $57.3M | 4.06% | 1,005,371 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $55.6M | 3.93% | 591,990 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $53.1M | 3.76% | 352,268 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $52.6M | 3.73% | 167,391 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $51.5M | 3.65% | 1,271,099 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $46.8M | 3.31% | 137,029 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $46.2M | 3.27% | 3,085,237 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $44.8M | 3.17% | 1,111,224 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $44.8M | 3.17% | 298,176 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $44.1M | 3.12% | 779,991 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $40.1M | 2.84% | 325,049 | Common | SOLE |
| 53947R105 | LOAR | LOAR HOLDINGS INC | $33.5M | 2.37% | 584,133 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $26.8M | 1.90% | 55,755 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $24.3M | 1.72% | 1,297,192 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.