Spyglass Capital Management LLC
Spyglass Capital Management LLC reported 25 US-listed holdings worth $1.85 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Affirm Hldgs Inc. (6.8%), Credo Technology Group Holdi (5.9%) and Samsara Inc. (5.4%). Against the quarter before, it opened 4 positions, added to 14, trimmed 7 and sold out of 4.
Reported holdings$1.85B+30.8% on Q1 2026
Positions25as many as Q1 2026
The largest ten51.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 14 largest of its 25 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 14Trimmed 7Sold out 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Qxo Inc. QXO$63.0 million
- Ascendis Pharma A/s ASND$57.5 million
- MKS Inc. MKSI$52.7 million
- Forgent Power Solutions Inc FPS$39.4 million
Added to 14
- Carvana Co. CVNA+825,241 shares · +493%
- Costar Group, Inc. CSGP+1.6 million shares · +142%
- Chime Finl Inc CHYM+2.1 million shares · +163%
- Medpace Holdings, Inc. MEDP+64,610 shares · +116%
- Illumina, Inc. ILMN+133,718 shares · +41%
- Fair Isaac Corp. FICO+18,598 shares · +33%
- DoorDash, Inc. DASH+100,308 shares · +34%
- AppLovin Corp. APP+24,471 shares · +15%
and 6 more in the table below
Trimmed 7
- Credo Technology Group Holdi CRDO-190,487 shares · -32%
- Cadence Design Systems Inc. CDNS-76,012 shares · -33%
- Aaon, Inc. AAON-82,211 shares · -10%
- Affirm Hldgs Inc. AFRM-124,485 shares · -7%
- Mongodb Inc. MDB-29,948 shares · -12%
- Snowflake Inc. SNOW-22,257 shares · -6%
- APi Group Corp. APG-108,291 shares · -9%
Sold out of 4
- Ascendis Pharma A/s ASND$84.2 million last quarter
- Kinsale Capital Group, Inc. KNSL$46.8 million last quarter
- Ncino Inc. NCNO$46.2 million last quarter
- Roblox Corp. RBLX$44.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Affirm Hldgs Inc. AFRM | 1,537,840 | $125.4 million | 6.79% | -124,485 |
| Credo Technology Group Holdi CRDO | 401,503 | $109.2 million | 5.91% | -190,487 |
| Samsara Inc. IOT | 3,085,655 | $100.1 million | 5.42% | +139,009 |
| Aaon, Inc. AAON | 776,629 | $98.5 million | 5.33% | -82,211 |
| AppLovin Corp. APP | 191,028 | $98.4 million | 5.33% | +24,471 |
| Fair Isaac Corp. FICO | 74,948 | $89.5 million | 4.85% | +18,598 |
| SHIFT4 Pmts Inc. FOUR | 1,833,803 | $89.2 million | 4.83% | +82,663 |
| Snowflake Inc. SNOW | 330,011 | $84.0 million | 4.55% | -22,257 |
| Illumina, Inc. ILMN | 458,767 | $80.7 million | 4.37% | +133,718 |
| Costar Group, Inc. CSGP | 2,694,697 | $76.3 million | 4.13% | +1,583,473 |
| Mongodb Inc. MDB | 223,226 | $75.0 million | 4.06% | -29,948 |
| DoorDash, Inc. DASH | 398,484 | $73.5 million | 3.98% | +100,308 |
| Chime Finl Inc CHYM | 3,406,249 | $69.8 million | 3.78% | +2,109,057 |
| Global E Online Ltd GLBE | 1,958,379 | $68.0 million | 3.68% | +20,610 |
| Hubspot Inc. HUBS | 371,365 | $67.8 million | 3.67% | +57,443 |
| Carvana Co. CVNA | 992,632 | $65.3 million | 3.54% | +825,241 |
| Medpace Holdings, Inc. MEDP | 120,365 | $63.7 million | 3.45% | +64,610 |
| Qxo Inc. QXO | 3,643,593 | $63.0 million | 3.41% | new |
| Cadence Design Systems Inc. CDNS | 157,335 | $59.1 million | 3.20% | -76,012 |
| Ascendis Pharma A/s ASND | 215,398 | $57.5 million | 3.11% | new |
| MKS Inc. MKSI | 118,526 | $52.7 million | 2.85% | new |
| Loar Holdings Inc. LOAR | 611,657 | $49.3 million | 2.67% | +27,524 |
| APi Group Corp. APG | 1,162,808 | $49.2 million | 2.67% | -108,291 |
| Procore Technologies Inc. PCOR | 1,052,908 | $42.8 million | 2.32% | +47,537 |
| Forgent Power Solutions Inc FPS | 705,361 | $39.4 million | 2.13% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.