Spyglass Capital Management as of March 31, 2026
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Samsara Com Cl A (IOT) | 6.6 | $93M | 2.9M | 31.69 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 6.0 | $84M | 368k | 228.73 | |
| Hubspot (HUBS) | 5.4 | $77M | 314k | 244.10 | |
| Shift4 Pmts Cl A (FOUR) | 5.4 | $77M | 1.8M | 43.73 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.4 | $76M | 1.7M | 45.82 | |
| Aaon Com Par $0.004 (AAON) | 5.0 | $71M | 859k | 82.75 | |
| Applovin Corp Com Cl A (APP) | 4.7 | $66M | 167k | 398.00 | |
| Cadence Design Systems (CDNS) | 4.6 | $65M | 233k | 277.87 | |
| Mongodb Cl A (MDB) | 4.4 | $62M | 253k | 244.77 | |
| Fair Isaac Corporation (FICO) | 4.3 | $60M | 56k | 1067.54 | |
| Global E Online SHS (GLBE) | 4.2 | $60M | 1.9M | 30.85 | |
| Procore Technologies (PCOR) | 4.1 | $57M | 1.0M | 57.00 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 3.9 | $56M | 592k | 93.87 | |
| Snowflake Com Shs (SNOW) | 3.8 | $53M | 352k | 150.82 | |
| Carvana Cl A (CVNA) | 3.7 | $53M | 167k | 314.38 | |
| Api Group Corp Com Stk (APG) | 3.6 | $52M | 1.3M | 40.52 | |
| Kinsale Cap Group (KNSL) | 3.3 | $47M | 137k | 341.66 | |
| Ncino (NCNO) | 3.3 | $46M | 3.1M | 14.98 | |
| CoStar (CSGP) | 3.2 | $45M | 1.1M | 40.34 | |
| Doordash Cl A (DASH) | 3.2 | $45M | 298k | 150.15 | |
| Roblox Corp Cl A (RBLX) | 3.1 | $44M | 780k | 56.56 | |
| Illumina (ILMN) | 2.8 | $40M | 325k | 123.26 | |
| Loar Holdings Com Shs (LOAR) | 2.4 | $34M | 584k | 57.29 | |
| Medpace Hldgs (MEDP) | 1.9 | $27M | 56k | 480.19 | |
| Chime Finl Com Shs Cl A (CHYM) | 1.7 | $24M | 1.3M | 18.73 |
