EdgeMarket › What Spyglass Capital Management Llc reported owning
What Spyglass Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IOT Samsara Inc. | 93.4M | 6.6% | 2.9M | 39.94 | +21.0% |
| ASND Ascendis Pharma A/S | 84.2M | 6.0% | 368.0K | 253.29 | +31.4% |
| HUBS HUBSPOT INC | 76.6M | 5.4% | 313.9K | 240.01 | -47.1% |
| FOUR Shift4 Payments, Inc. | 76.6M | 5.4% | 1.8M | 47.93 | -47.0% |
| AFRM Affirm Holdings, Inc. | 76.2M | 5.4% | 1.7M | 77.03 | +5.5% |
| AAON AAON, INC. | 71.1M | 5.0% | 858.8K | 79.44 | -0.8% |
| APP AppLovin Corp | 66.3M | 4.7% | 166.6K | 305.77 | -25.9% |
| CDNS CADENCE DESIGN SYSTEMS INC | 64.8M | 4.6% | 233.3K | 319.02 | -7.7% |
| MDB MongoDB, Inc. | 62.0M | 4.4% | 253.2K | 430.83 | +102.6% |
| FICO FAIR ISAAC CORP | 60.2M | 4.3% | 56.4K | 1,172.67 | -12.8% |
| GLBE Global-E Online Ltd. | 59.8M | 4.2% | 1.9M | 40.55 | +27.4% |
| PCOR PROCORE TECHNOLOGIES, INC. | 57.3M | 4.1% | 1.0M | 63.49 | -1.3% |
| CRDO Credo Technology Group Holding Ltd | 55.6M | 3.9% | 592.0K | 230.57 | +117.5% |
| SNOW Snowflake Inc. | 53.1M | 3.8% | 352.3K | 332.78 | +70.8% |
| CVNA CARVANA CO. | 52.6M | 3.7% | 167.4K | 69.91 | +3.2% |
| APG APi Group Corp | 51.5M | 3.6% | 1.3M | 41.16 | +16.2% |
| KNSL Kinsale Capital Group, Inc. | 46.8M | 3.3% | 137.0K | 383.55 | -18.1% |
| NCNO nCino, Inc. | 46.2M | 3.3% | 3.1M | 20.62 | -26.0% |
| CSGP COSTAR GROUP, INC. | 44.8M | 3.2% | 1.1M | 32.26 | -63.4% |
| DASH DoorDash, Inc. | 44.8M | 3.2% | 298.2K | 223.49 | -8.3% |
| RBLX Roblox Corp | 44.1M | 3.1% | 780.0K | 38.37 | -67.6% |
| ILMN ILLUMINA, INC. | 40.1M | 2.8% | 325.0K | 219.40 | +117.7% |
| LOAR Loar Holdings Inc. | 33.5M | 2.4% | 584.1K | 75.00 | +3.6% |
| MEDP Medpace Holdings, Inc. | 26.8M | 1.9% | 55.8K | 620.75 | +33.3% |
| CHYM Chime Financial, Inc. | 24.3M | 1.7% | 1.3M | 32.78 | +23.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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