Spyglass Capital Management LLC 13F Holdings

CIK 0001654344 · San Francisco, CA

As of Sep 30, 2025, Spyglass Capital Management LLC reported 25 positions worth .9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology175,917 26.4M6.74%
EXACT SCIENCES CORPEXASHealthcare2,125,435 16.3M6.20%
MONGODB INCMDBTechnology339,723 05.4M5.62%
HUBSPOT INCHUBSTechnology225,229 05.4M5.62%
AAON INCAAONBasic Materials1,068,859$99.9M5.33%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical2,703,171$96.7M5.16%
SHIFT4 PAYMENTS INCFOURTechnology1,242,213$96.1M5.13%
DUOLINGO INCDUOLTechnology268,726$86.5M4.61%
COSTAR GROUP INCCSGPReal Estate1,002,717$84.6M4.51%
SNOWFLAKE INCSNOWTechnology374,509$84.5M4.50%
SAMSARA INCIOTEquity2,200,165$82.0M4.37%
API GROUP CORPAPGIndustrials2,261,685$77.7M4.15%
MEDPACE HOLDINGS INCMEDPHealthcare150,882$77.6M4.14%
ASCENDIS PHARMA AASNDHealthcare388,647$77.3M4.12%
AFFIRM HOLDINGS INCAFRMTechnology1,003,823$73.4M3.91%
PROCORE TECHNOLOGIES INCPCORTechnology943,888$68.8M3.67%
LOAR HOLDINGS INCLOARIndustrials849,069$67.9M3.62%
KINSALE CAPITAL GROUP INCKNSLFinancial Services143,385$61.0M3.25%
NCINO INCNCNOTechnology2,149,090$58.3M3.11%
DOORDASH INCDASHCommunication Services161,702$44.0M2.35%
FAIR ISAAC CORPFICOTechnology27,673$41.4M2.21%
CADENCE DESIGN SYSTEMS INCCDNSTechnology115,969$40.7M2.17%
ILLUMINA INCILMNHealthcare422,150$40.1M2.14%
SWEETGREEN INCSGConsumer Cyclical4,056,570$32.4M1.73%
ACV AUCTIONS INCACVAConsumer Cyclical3,113,017$30.8M1.65%