Institutional
Spyglass Capital Management LLC
CIK 0001654344
$1.41B
Reported AUM
25
Positions
Q1 2026
Period
2026-05-18
Filed
Editorial summary
Summary for Spyglass Capital Management LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | $34.28 | -1.49% | -22.84% | 92.27% | $93.4M | 6.61% | +599,651 | +25.5% |
| 2 | ASNDUSD | ASCENDIS PHARMA A/S | — | — | — | — | $84.2M | 5.96% | −47,577 | −11.4% |
| 3 | HUBS | HUBSPOT INC | $212.64 | -3.51% | -65.11% | -64.32% | $76.6M | 5.42% | +48,993 | +18.5% |
| 4 | FOUR | SHIFT4 PMTS INC | $38.08 | -3.08% | -59.66% | -57.30% | $76.6M | 5.42% | +53,220 | +3.1% |
| 5 | AFRM | AFFIRM HLDGS INC | $63.61 | -7.41% | 7.96% | 12.94% | $76.2M | 5.39% | +218,745 | +15.2% |
| 6 | AAON | AAON INC | $135.56 | 2.22% | 37.90% | 227.90% | $71.1M | 5.03% | −340,081 | −28.4% |
| 7 | APP | APPLOVIN CORP | $557.20 | -0.30% | 33.34% | 806.46% | $66.3M | 4.69% | +45,919 | +38.1% |
| 8 | CDNS | CADENCE DESIGN SYSTEM INC | $376.19 | -8.62% | 26.68% | 154.78% | $64.8M | 4.59% | −38,145 | −14.1% |
| 9 | MDB | MONGODB INC | $350.74 | -7.74% | 59.33% | -2.28% | $62.0M | 4.39% | −12,089 | −4.6% |
| 10 | FICO | FAIR ISAAC CORP | $1172.53 | 3.09% | -35.93% | 117.08% | $60.2M | 4.26% | +6,811 | +13.7% |
| 11 | GLBE | GLOBAL E ONLINE LTD | $32.13 | -2.31% | -7.11% | -53.86% | $59.8M | 4.23% | −745,544 | −27.8% |
| 12 | PCOR | PROCORE TECHNOLOGIES INC | $48.57 | -4.20% | -28.43% | -52.97% | $57.3M | 4.06% | −75,972 | −7.0% |
| 13 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.89 | -4.88% | 183.57% | 1124.20% | $55.6M | 3.93% | +203,130 | +52.2% |
| 14 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $53.1M | 3.76% | +23,450 | +7.1% |
| 15 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $52.6M | 3.73% | −13,277 | −7.3% |
| 16 | APG | API GROUP CORP | $41.98 | -0.99% | 29.20% | 174.74% | $51.5M | 3.65% | −1,017,459 | −44.5% |
| 17 | KNSL | KINSALE CAP GROUP INC | $302.12 | -1.31% | -35.56% | 72.95% | $46.8M | 3.31% | −60,157 | −30.5% |
| 18 | NCNO | NCINO INC | $14.82 | -0.64% | -45.39% | -76.53% | $46.2M | 3.27% | +175,357 | +6.0% |
| 19 | CSGP | COSTAR GROUP INC | $33.89 | 0.68% | -56.84% | -61.86% | $44.8M | 3.17% | −467,225 | −29.6% |
| 20 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $44.8M | 3.17% | +27,606 | +10.2% |
| 21 | RBLX | ROBLOX CORP | $41.82 | -3.53% | -56.35% | -45.67% | $44.1M | 3.12% | +779,991 | NEW |
| 22 | ILMN | ILLUMINA INC | $158.85 | -2.14% | 96.37% | -66.34% | $40.1M | 2.84% | −76,484 | −19.0% |
| 23 | LOAR | LOAR HOLDINGS INC | $63.29 | -2.32% | -29.62% | 11.09% | $33.5M | 2.37% | −319,998 | −35.4% |
| 24 | MEDP | MEDPACE HLDGS INC | $455.13 | 0.19% | 53.20% | 158.18% | $26.8M | 1.90% | −13,420 | −19.4% |
| 25 | CHYM | CHIME FINL INC | $17.24 | -1.37% | -49.76% | -49.20% | $24.3M | 1.72% | +1,297,192 | NEW |
| 26 | EXK | EXACT SCIENCES CORP | $8.04 | 0.50% | 78.17% | 51.80% | — | — | −539,886 | EXITED |
| 27 | DUOL | DUOLINGO INC | $109.03 | -0.11% | -78.74% | -15.85% | — | — | −286,873 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002427. 13F discloses long positions only — shorts, foreign equities, and options are excluded.