Spyglass Capital Management as of Sept. 30, 2025
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 6.7 | $126M | 176k | 718.54 | |
| EXACT Sciences Corporation (EXAS) | 6.2 | $116M | 2.1M | 54.71 | |
| Mongodb Cl A (MDB) | 5.6 | $105M | 340k | 310.38 | |
| Hubspot (HUBS) | 5.6 | $105M | 225k | 467.80 | |
| Aaon Com Par $0.004 (AAON) | 5.3 | $100M | 1.1M | 93.44 | |
| Global E Online SHS (GLBE) | 5.2 | $97M | 2.7M | 35.76 | |
| Shift4 Pmts Cl A (FOUR) | 5.1 | $96M | 1.2M | 77.40 | |
| Duolingo Cl A Com (DUOL) | 4.6 | $87M | 269k | 321.84 | |
| CoStar (CSGP) | 4.5 | $85M | 1.0M | 84.37 | |
| Snowflake Com Shs (SNOW) | 4.5 | $85M | 375k | 225.55 | |
| Samsara Com Cl A (IOT) | 4.4 | $82M | 2.2M | 37.25 | |
| Api Group Corp Com Stk (APG) | 4.1 | $78M | 2.3M | 34.37 | |
| Medpace Hldgs (MEDP) | 4.1 | $78M | 151k | 514.16 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.1 | $77M | 389k | 198.81 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.9 | $73M | 1.0M | 73.08 | |
| Procore Technologies (PCOR) | 3.7 | $69M | 944k | 72.92 | |
| Loar Holdings Com Shs (LOAR) | 3.6 | $68M | 849k | 80.00 | |
| Kinsale Cap Group (KNSL) | 3.3 | $61M | 143k | 425.26 | |
| Ncino (NCNO) | 3.1 | $58M | 2.1M | 27.11 | |
| Doordash Cl A (DASH) | 2.3 | $44M | 162k | 271.99 | |
| Fair Isaac Corporation (FICO) | 2.2 | $41M | 28k | 1496.53 | |
| Cadence Design Systems (CDNS) | 2.2 | $41M | 116k | 351.26 | |
| Illumina (ILMN) | 2.1 | $40M | 422k | 94.97 | |
| Sweetgreen Com Cl A (SG) | 1.7 | $32M | 4.1M | 7.98 | |
| Acv Auctions Com Cl A (ACVA) | 1.6 | $31M | 3.1M | 9.91 |
