Spyglass Capital Management LLC

Position in GLBE — Global-E Online Ltd.

CIK 1654344 San Francisco, CA

Position in GLBE

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$59,780,173

-$45,700,861 QoQ

Shares Held

1,937,769

-27.8% QoQ

Ownership

1.15%

of shares outstanding

% of Portfolio

4.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Spyglass Capital Management LLC holds $104,551,299 across 2 Internet Retail names. GLBE ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GLBE	Global-E Online Ltd. This page	1,937,769	$59,780,173
2	DASH	DoorDash, Inc.	298,176	$44,771,126

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,780,173	1,937,769	-27.8%	Shares	Sole	2026-05-18
2025-12-31	$105,481,034	2,683,313	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$96,665,394	2,703,171	+63.0%	Shares	Sole	2025-11-14
2025-06-30	$55,616,396	1,658,211	+15.4%	Shares	Sole	2025-08-13
2025-03-31	$51,246,910	1,437,501	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$81,104,377	1,487,335	+6.8%	Shares	Sole	2025-02-14
2024-09-30	$53,534,273	1,392,671	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$51,281,645	1,413,886	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$52,055,962	1,432,076	-3.9%	Shares	Sole	2024-05-15
2023-12-31	$59,065,225	1,490,417	+37.5%	Shares	Sole	2024-02-14
2023-09-30	$43,078,795	1,084,016	+16.0%	Shares	Sole	2023-11-14
2023-06-30	$38,254,336	934,400	+3.5%	Shares	Sole	2023-08-14
2023-03-31	$29,088,155	902,518	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.