Spyglass Capital Management LLC

CIK

1654344

Location

San Francisco, CA

Portfolio Value

Mid $1,847,373,122

Diversification

Diversified

Filing Date

Global Rank

#1,390 / 8,700 ▲ 423

Top Industry

Software - Application 22.4%

Period ended 3 months ago

Filed Aug 14, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

+0.2 pts

Top 5

28.8%

−0.0 pts

Top 10

51.5%

−0.3 pts

HHI

433

Diversified−3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.4%	$839,046,754	11
Industrials	16.2%	$299,436,494	5
Consumer Cyclical	11.2%	$206,881,792	3
Healthcare	10.9%	$201,860,055	3
Financial Services	6.8%	$125,410,852	1
Communication Services	5.3%	$98,423,356	1
Real Estate	4.1%	$76,313,819	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
CHYM	Chime Financial, Inc.	+2,109,057	3,406,249	$69,759,979
CSGP	Costar Group, Inc.	+1,583,473	2,694,697	$76,313,819
CVNA	Carvana Co.	+825,241	992,632	$65,335,038
IOT	Samsara Inc.	+139,009	3,085,655	$100,067,791
ILMN	Illumina, Inc.	+133,718	458,767	$80,665,001
DASH	DoorDash, Inc.	+100,308	398,484	$73,532,252
FOUR	Shift4 Payments, Inc.	+82,663	1,833,803	$89,196,177
MEDP	Medpace Holdings, Inc.	+64,610	120,365	$63,744,100
HUBS	Hubspot Inc	+57,443	371,365	$67,777,826
PCOR	Procore Technologies, Inc.	+47,537	1,052,908	$42,769,122
LOAR	Loar Holdings Inc.	+27,524	611,657	$49,305,670
APP	AppLovin Corp	+24,471	191,028	$98,423,356
GLBE	Global-E Online Ltd.	+20,610	1,958,379	$68,014,502
FICO	Fair Isaac Corp	+18,598	74,948	$89,546,371
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
CRDO	Credo Technology Group Holding Ltd	−190,487	401,503	$109,188,740
ASND	Ascendis Pharma A/S	−152,574	215,398	$57,450,954
AFRM	Affirm Holdings, Inc.	−124,485	1,537,840	$125,410,852
APG	APi Group Corp	−108,291	1,162,808	$49,244,918
AAON	Aaon, Inc.	−82,211	776,629	$98,523,154
CDNS	Cadence Design Systems Inc	−76,012	157,335	$59,050,972
MDB	MongoDB, Inc.	−29,948	223,226	$74,981,613
SNOW	Snowflake Inc.	−22,257	330,011	$83,987,799
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
QXO	QXO, Inc.	3,643,593	$62,961,287
MKSI	Mks Inc	118,526	$52,720,364
FPS	Forgent Power Solutions, Inc.	705,361	$39,401,465
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KNSL	Kinsale Capital Group, Inc.	137,029	$46,817,328
NCNO	nCino, Inc.	3,085,237	$46,216,850
RBLX	Roblox Corp	779,991	$44,116,290
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $1,847,373,122 total · filing declares 25 positions · $1,847,373,136 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFRM	Affirm Holdings, Inc. Financial Services	Reduced	1,537,840	-124,485	$125,410,852	+64.7%	6.79%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	401,503	-190,487	$109,188,740	+96.5%	5.91%
IOT	Samsara Inc. Technology	Added	3,085,655	+139,009	$100,067,791	+7.2%	5.42%
AAON	Aaon, Inc. Industrials	Reduced	776,629	-82,211	$98,523,154	+38.6%	5.33%
APP	AppLovin Corp Communication Services	Added	191,028	+24,471	$98,423,356	+48.5%	5.33%
FICO	Fair Isaac Corp Technology	Added	74,948	+18,598	$89,546,371	+48.9%	4.85%
FOUR	Shift4 Payments, Inc. Technology	Added	1,833,803	+82,663	$89,196,177	+16.5%	4.83%
SNOW	Snowflake Inc. Technology	Reduced	330,011	-22,257	$83,987,799	+58.1%	4.55%
ILMN	Illumina, Inc. Healthcare	Added	458,767	+133,718	$80,665,001	+101.3%	4.37%
CSGP	Costar Group, Inc. Real Estate	Added	2,694,697	+1,583,473	$76,313,819	+70.2%	4.13%
MDB	MongoDB, Inc. Technology	Reduced	223,226	-29,948	$74,981,613	+21.0%	4.06%
DASH	DoorDash, Inc. Consumer Cyclical	Added	398,484	+100,308	$73,532,252	+64.2%	3.98%
CHYM	Chime Financial, Inc. Technology	Added	3,406,249	+2,109,057	$69,759,979	+187.1%	3.78%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	1,958,379	+20,610	$68,014,502	+13.8%	3.68%
HUBS	Hubspot Inc Technology	Added	371,365	+57,443	$67,777,826	−11.5%	3.67%
CVNA	Carvana Co. Consumer Cyclical	Added	992,632	+825,241	$65,335,038	+24.2%	3.54%
MEDP	Medpace Holdings, Inc. Healthcare	Added	120,365	+64,610	$63,744,100	+138.1%	3.45%
QXO	QXO, Inc. Industrials	NEW	3,643,593	NEW	$62,961,287	NEW	3.41%
CDNS	Cadence Design Systems Inc Technology	Reduced	157,335	-76,012	$59,050,972	−8.9%	3.20%
ASND	Ascendis Pharma A/S Healthcare	Reduced	215,398	-152,574	$57,450,954	−31.7%	3.11%
MKSI	Mks Inc Technology	NEW	118,526	NEW	$52,720,364	NEW	2.85%
LOAR	Loar Holdings Inc. Industrials	Added	611,657	+27,524	$49,305,670	+47.3%	2.67%
APG	APi Group Corp Industrials	Reduced	1,162,808	-108,291	$49,244,918	−4.4%	2.67%
PCOR	Procore Technologies, Inc. Technology	Added	1,052,908	+47,537	$42,769,122	−25.4%	2.32%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	705,361	NEW	$39,401,465	NEW	2.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.