Spyglass Capital Management LLC
Spyglass Capital Management LLC reported 25 holdings worth US$1.85B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Spyglass Capital Management LLC reported 25 holdings worth US$1.85B as of Jun 30, 2026. Largest: Affirm Holdings, Inc., Credo Technology Group Holding Ltd and Samsara Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$1.85B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Affirm Holdings, Inc. | 1.54M | US$125M | 6.8% |
| Credo Technology Group Holding Ltd | 402K | US$109M | 5.9% |
| Samsara Inc. | 3.09M | US$100M | 5.4% |
| Aaon, Inc. | 777K | US$98.5M | 5.3% |
| Applovin Corporation | 191K | US$98.4M | 5.3% |
| Fair Isaac Corporation | 74,948 | US$89.5M | 4.8% |
| Shift4 Payments, Inc. | 1.83M | US$89.2M | 4.8% |
| Snowflake Inc. | 330K | US$84M | 4.5% |
| Illumina, Inc. | 459K | US$80.7M | 4.4% |
| Costar Group, Inc. | 2.69M | US$76.3M | 4.1% |
| Mongodb, Inc. | 223K | US$75M | 4.1% |
| Doordash, Inc. | 398K | US$73.5M | 4.0% |
| Chime Financial, Inc. | 3.41M | US$69.8M | 3.8% |
| Hubspot, Inc. | 371K | US$67.8M | 3.7% |
| Carvana Co. | 993K | US$65.3M | 3.5% |
| Medpace Holdings, Inc. | 120K | US$63.7M | 3.5% |
| Qxo, Inc. | 3.64M | US$63M | 3.4% |
| Cadence Design Systems, Inc. | 157K | US$59.1M | 3.2% |
| Mks Inc. | 119K | US$52.7M | 2.9% |
| Loar Holdings Inc. | 612K | US$49.3M | 2.7% |
| Api Group Corporation | 1.16M | US$49.2M | 2.7% |
| Procore Technologies, Inc. | 1.05M | US$42.8M | 2.3% |
| Forgent Power Solutions, Inc. | 705K | US$39.4M | 2.1% |
| Ascendis Pharma A/s | 0 | US$0 | 0.00% |
| Kinsale Capital Group, Inc. | 0 | US$0 | 0.00% |
| Ncino, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |