Holdings
Spyglass Capital Management LLC
As of Jun 30, 2026, Spyglass Capital Management LLC reported 23 positions worth US$1.72B. Largest: Affirm Holdings, Inc., Credo Technology Group Holding Ltd and Samsara Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Affirm Holdings, Inc. | 1.54M | US$125M | −124K | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 402K | US$109M | −190K | Jun 30, 2026 |
| Samsara Inc. | 3.09M | US$100M | +139K | Jun 30, 2026 |
| Aaon, Inc. | 777K | US$98.5M | −82,211 | Jun 30, 2026 |
| Applovin Corporation | 191K | US$98.4M | +24,471 | Jun 30, 2026 |
| Fair Isaac Corporation | 74,948 | US$89.5M | +18,598 | Jun 30, 2026 |
| Shift4 Payments, Inc. | 1.83M | US$89.2M | +82,663 | Jun 30, 2026 |
| Snowflake Inc. | 330K | US$84M | −22,257 | Jun 30, 2026 |
| Illumina, Inc. | 459K | US$80.7M | +134K | Jun 30, 2026 |
| Costar Group, Inc. | 2.69M | US$76.3M | +1.58M | Jun 30, 2026 |