Holders — by stockHoldings — by fund
Spyglass Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001654344
$1.85B
disclosed book value
25
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AFRMAFFIRM HLDGS INC | 1.5M | $125.4M | 6.8% |
| 2 | CREDO TECHNOLOGY GROUP HOLDI | 401,503 | $109.2M | 5.9% |
| 3 | IOTSAMSARA INC | 3.1M | $100.1M | 5.4% |
| 4 | AAONAAON INC | 776,629 | $98.5M | 5.3% |
| 5 | APPAPPLOVIN CORP | 191,028 | $98.4M | 5.3% |
| 6 | FICOFAIR ISAAC CORP | 74,948 | $89.5M | 4.8% |
| 7 | FOURSHIFT4 PMTS INC | 1.8M | $89.2M | 4.8% |
| 8 | SNOWSNOWFLAKE INC | 330,011 | $84.0M | 4.5% |
| 9 | ILMNILLUMINA INC | 458,767 | $80.7M | 4.4% |
| 10 | CSGPCOSTAR GROUP INC | 2.7M | $76.3M | 4.1% |
| 11 | MDBMONGODB INC | 223,226 | $75.0M | 4.1% |
| 12 | DASHDOORDASH INC | 398,484 | $73.5M | 4% |
| 13 | CHYMCHIME FINL INC | 3.4M | $69.8M | 3.8% |
| 14 | GLOBAL E ONLINE LTD | 2.0M | $68.0M | 3.7% |
| 15 | HUBSHUBSPOT INC | 371,365 | $67.8M | 3.7% |
| 16 | CVNACARVANA CO | 992,632 | $65.3M | 3.5% |
| 17 | MEDPMEDPACE HLDGS INC | 120,365 | $63.7M | 3.5% |
| 18 | QXOQXO INC | 3.6M | $63.0M | 3.4% |
| 19 | CDNSCADENCE DESIGN SYSTEM INC | 157,335 | $59.1M | 3.2% |
| 20 | ASCENDIS PHARMA A/S | 215,398 | $57.5M | 3.1% |
| 21 | MKSIMKS INC. | 118,526 | $52.7M | 2.9% |
| 22 | LOARLOAR HOLDINGS INC | 611,657 | $49.3M | 2.7% |
| 23 | APGAPI GROUP CORP | 1.2M | $49.2M | 2.7% |
| 24 | PCORPROCORE TECHNOLOGIES INC | 1.1M | $42.8M | 2.3% |
| 25 | FPSFORGENT POWER SOLUTIONS INC | 705,361 | $39.4M | 2.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.