Spyglass Capital Management as of June 30, 2025
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 7.1 | $120M | 1.7M | 69.14 | |
| Snowflake Cl A (SNOW) | 6.6 | $112M | 500k | 223.77 | |
| Shift4 Pmts Cl A (FOUR) | 6.0 | $102M | 1.0M | 99.11 | |
| Applovin Corp Com Cl A (APP) | 5.3 | $89M | 255k | 350.08 | |
| Api Group Corp Com Stk (APG) | 5.1 | $86M | 2.5M | 34.03 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.1 | $86M | 917k | 93.63 | |
| Mongodb Cl A (MDB) | 4.3 | $73M | 345k | 209.99 | |
| EXACT Sciences Corporation (EXAS) | 4.3 | $72M | 1.4M | 53.14 | |
| Kinsale Cap Group (KNSL) | 4.2 | $71M | 146k | 483.90 | |
| Medpace Hldgs (MEDP) | 4.2 | $71M | 225k | 313.86 | |
| Illumina (ILMN) | 3.9 | $67M | 699k | 95.41 | |
| Astera Labs (ALAB) | 3.9 | $66M | 735k | 90.42 | |
| CoStar (CSGP) | 3.8 | $65M | 803k | 80.40 | |
| Procore Technologies (PCOR) | 3.6 | $61M | 898k | 68.42 | |
| Veeva Sys Cl A Com (VEEV) | 3.5 | $59M | 205k | 287.98 | |
| Doordash Cl A (DASH) | 3.4 | $58M | 236k | 246.51 | |
| Sweetgreen Com Cl A (SG) | 3.4 | $58M | 3.9M | 14.88 | |
| Global E Online SHS (GLBE) | 3.3 | $56M | 1.7M | 33.54 | |
| Cyberark Software SHS (CYBR) | 3.1 | $53M | 129k | 406.88 | |
| Aaon Com Par $0.004 (AAON) | 3.1 | $53M | 712k | 73.75 | |
| Acv Auctions Com Cl A (ACVA) | 3.0 | $51M | 3.2M | 16.22 | |
| Hubspot (HUBS) | 3.0 | $51M | 92k | 556.63 | |
| Ncino (NCNO) | 2.6 | $44M | 1.6M | 27.97 | |
| Cadence Design Systems (CDNS) | 2.3 | $40M | 129k | 308.15 | |
| Duolingo Cl A Com (DUOL) | 2.0 | $34M | 82k | 410.02 |
