Spyglass Capital Management as of June 30, 2026
Portfolio Holdings for Spyglass Capital Management
Spyglass Capital Management holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 6.8 | $125M | 1.5M | 81.55 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 5.9 | $109M | 402k | 271.95 | |
| Samsara Com Cl A (IOT) | 5.4 | $100M | 3.1M | 32.43 | |
| Aaon Com Par $0.004 (AAON) | 5.3 | $99M | 777k | 126.86 | |
| Applovin Corp Com Cl A (APP) | 5.3 | $98M | 191k | 515.23 | |
| Fair Isaac Corporation (FICO) | 4.8 | $90M | 75k | 1194.78 | |
| Shift4 Pmts Cl A (FOUR) | 4.8 | $89M | 1.8M | 48.64 | |
| Snowflake Com Shs (SNOW) | 4.5 | $84M | 330k | 254.50 | |
| Illumina (ILMN) | 4.4 | $81M | 459k | 175.83 | |
| CoStar (CSGP) | 4.1 | $76M | 2.7M | 28.32 | |
| Mongodb Cl A (MDB) | 4.1 | $75M | 223k | 335.90 | |
| Doordash Cl A (DASH) | 4.0 | $74M | 399k | 184.53 | |
| Chime Finl Com Shs Cl A (CHYM) | 3.8 | $70M | 3.4M | 20.48 | |
| Global E Online SHS (GLBE) | 3.7 | $68M | 2.0M | 34.73 | |
| Hubspot (HUBS) | 3.7 | $68M | 371k | 182.51 | |
| Carvana Cl A (CVNA) | 3.5 | $65M | 993k | 65.82 | |
| Medpace Hldgs (MEDP) | 3.5 | $64M | 120k | 529.59 | |
| Qxo Com New (QXO) | 3.4 | $63M | 3.6M | 17.28 | |
| Cadence Design Systems (CDNS) | 3.2 | $59M | 157k | 375.32 | |
| Ascendis Pharma A/s Ord Shs (ASND) | 3.1 | $58M | 215k | 266.72 | |
| MKS Instruments (MKSI) | 2.9 | $53M | 119k | 444.80 | |
| Loar Holdings Com Shs (LOAR) | 2.7 | $49M | 612k | 80.61 | |
| Api Group Corp Com Stk (APG) | 2.7 | $49M | 1.2M | 42.35 | |
| Procore Technologies (PCOR) | 2.3 | $43M | 1.1M | 40.62 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 2.1 | $39M | 705k | 55.86 |
