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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in IOT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,379,211 | 2,946,646 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $83,200,972 | 2,346,995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $81,956,146 | 2,200,165 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||