Spyglass Capital Management as of March 31, 2025
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 5.9 | $86M | 1.9M | 45.19 | |
| Sweetgreen Com Cl A (SG) | 5.8 | $85M | 3.4M | 25.02 | |
| Shift4 Pmts Cl A (FOUR) | 5.6 | $82M | 1.0M | 81.71 | |
| Snowflake Cl A (SNOW) | 5.6 | $82M | 558k | 146.16 | |
| Applovin Corp Com Cl A (APP) | 5.5 | $80M | 302k | 264.97 | |
| Medpace Hldgs (MEDP) | 5.1 | $74M | 242k | 304.69 | |
| Kinsale Cap Group (KNSL) | 5.1 | $74M | 151k | 486.71 | |
| Api Group Corp Com Stk (APG) | 4.9 | $72M | 2.0M | 35.76 | |
| EXACT Sciences Corporation (EXAS) | 4.7 | $68M | 1.6M | 43.29 | |
| Procore Technologies (PCOR) | 4.2 | $62M | 934k | 66.02 | |
| Robinhood Mkts Com Cl A (HOOD) | 3.8 | $55M | 1.3M | 41.62 | |
| Astera Labs (ALAB) | 3.7 | $54M | 908k | 59.67 | |
| Veeva Sys Cl A Com (VEEV) | 3.6 | $53M | 227k | 231.63 | |
| Hubspot (HUBS) | 3.6 | $52M | 91k | 571.29 | |
| Global E Online SHS (GLBE) | 3.5 | $51M | 1.4M | 35.65 | |
| Aaon Com Par $0.004 (AAON) | 3.3 | $49M | 621k | 78.13 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 3.3 | $48M | 1.7M | 27.80 | |
| Mongodb Cl A (MDB) | 3.2 | $47M | 270k | 175.40 | |
| Doordash Cl A (DASH) | 3.1 | $45M | 245k | 182.77 | |
| Illumina (ILMN) | 3.0 | $44M | 559k | 79.34 | |
| Acv Auctions Com Cl A (ACVA) | 3.0 | $44M | 3.1M | 14.09 | |
| Cyberark Software SHS (CYBR) | 2.9 | $42M | 125k | 338.00 | |
| CoStar (CSGP) | 2.7 | $39M | 496k | 79.23 | |
| Fair Isaac Corporation (FICO) | 2.6 | $38M | 21k | 1844.16 | |
| Godaddy Cl A (GDDY) | 2.2 | $32M | 177k | 180.14 |
