Holdings
Spyglass Growth Fund
As of Jun 30, 2026, Spyglass Growth Fund reported 25 positions worth US$994M. 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. | 828K | US$67.6M | −148K | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 216K | US$58.8M | −132K | Jun 30, 2026 |
| Samsara Inc. | 1.66M | US$53.8M | −71,254 | Jun 30, 2026 |
| Applovin Corporation | 103K | US$53M | +5,037 | Jun 30, 2026 |
| Aaon, Inc. | 418K | US$53M | −86,823 | Jun 30, 2026 |
| Fair Isaac Corporation | 40,287 | US$48.1M | +7,187 | Jun 30, 2026 |
| Shift4 Payments, Inc. | 987K | US$48M | −42,322 | Jun 30, 2026 |
| Snowflake Inc. | 178K | US$45.2M | −29,434 | Jun 30, 2026 |
| Illumina, Inc. | 247K | US$43.4M | +55,854 | Jun 30, 2026 |
| Costar Group, Inc. | 1.45M | US$41.1M | +797K | Jun 30, 2026 |