Spyglass Capital Management as of Dec. 31, 2025
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 5.6 | $111M | 265k | 419.69 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.4 | $107M | 1.4M | 74.43 | |
| Shift4 Pmts Cl A (FOUR) | 5.3 | $107M | 1.7M | 62.97 | |
| Hubspot (HUBS) | 5.3 | $106M | 265k | 401.30 | |
| CoStar (CSGP) | 5.3 | $106M | 1.6M | 67.24 | |
| Global E Online SHS (GLBE) | 5.3 | $106M | 2.7M | 39.31 | |
| Aaon Com Par $0.004 (AAON) | 4.6 | $91M | 1.2M | 76.25 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.4 | $89M | 416k | 213.24 | |
| Api Group Corp Com Stk (APG) | 4.4 | $88M | 2.3M | 38.26 | |
| Cadence Design Systems (CDNS) | 4.2 | $85M | 272k | 312.58 | |
| Fair Isaac Corporation (FICO) | 4.2 | $84M | 50k | 1690.62 | |
| Samsara Com Cl A (IOT) | 4.2 | $83M | 2.3M | 35.45 | |
| Applovin Corp Com Cl A (APP) | 4.1 | $81M | 121k | 673.82 | |
| Procore Technologies (PCOR) | 3.9 | $79M | 1.1M | 72.74 | |
| Kinsale Cap Group (KNSL) | 3.9 | $77M | 197k | 391.12 | |
| Carvana Cl A (CVNA) | 3.8 | $76M | 181k | 422.02 | |
| Ncino (NCNO) | 3.7 | $75M | 2.9M | 25.64 | |
| Snowflake Com Shs (SNOW) | 3.6 | $72M | 329k | 219.36 | |
| Loar Holdings Com Shs (LOAR) | 3.1 | $62M | 904k | 68.00 | |
| Doordash Cl A (DASH) | 3.1 | $61M | 271k | 226.48 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 2.8 | $56M | 389k | 143.89 | |
| EXACT Sciences Corporation (EXAS) | 2.7 | $55M | 540k | 101.56 | |
| Illumina (ILMN) | 2.6 | $53M | 402k | 131.16 | |
| Duolingo Cl A Com (DUOL) | 2.5 | $50M | 287k | 175.50 | |
| Medpace Hldgs (MEDP) | 1.9 | $39M | 69k | 561.65 |
