Spyglass Capital Management LLC
Top Portfolio Positions
25 positions ·
$1,412,506,073 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IOT |
Samsara Inc.
Technology
|
2,946,646 | $93,379,211 | 6.61% |
| ASND |
Ascendis Pharma A/S
Healthcare
|
367,972 | $84,166,235 | 5.96% |
| HUBS |
Hubspot Inc
Technology
|
313,922 | $76,628,360 | 5.42% |
| FOUR |
Shift4 Payments, Inc.
Technology
|
1,751,140 | $76,577,352 | 5.42% |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
1,662,325 | $76,167,731 | 5.39% |
| AAON |
Aaon, Inc.
Industrials
|
858,840 | $71,069,010 | 5.03% |
| APP |
AppLovin Corp
Communication Services
|
166,557 | $66,289,686 | 4.69% |
| CDNS |
Cadence Design Systems Inc
Technology
|
233,347 | $64,840,130 | 4.59% |
| MDB |
MongoDB, Inc.
Technology
|
253,174 | $61,969,399 | 4.39% |
| FICO |
Fair Isaac Corp
Technology
|
56,350 | $60,155,879 | 4.26% |
Portfolio Trend
Holdings in GLBE
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,780,173 | 1,937,769 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $105,481,034 | 2,683,313 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,665,394 | 2,703,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,616,396 | 1,658,211 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,246,910 | 1,437,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,104,377 | 1,487,335 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,534,273 | 1,392,671 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,281,645 | 1,413,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,055,962 | 1,432,076 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,065,225 | 1,490,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,078,795 | 1,084,016 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,254,336 | 934,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,088,155 | 902,518 | Shares | Sole | 2023-05-15 | |
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