Spyglass Capital Management LLC
CIK 1654344 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AFRM6.79%
- CRDO5.91%
- IOT5.42%
- AAON5.33%
- APP5.33%
- FICO4.85%
- FOUR4.83%
- SNOW4.55%
- ILMN4.37%
- CSGP4.13%
Share classes counted separately51.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CHYMWeight increased · +2.06 pp1.72% → 3.78%Shares +2.11M (+162.59%)
- CRDOWeight increased · +1.98 pp3.93% → 5.91%Shares -190.49K (-32.18%)
- HUBSWeight decreased · -1.75 pp5.42% → 3.67%Shares +57.44K (+18.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $125.41M | 6.79% | 1.54M shares | 5.39% → 6.79%+1.40 pp -124.48K (-7.49%) | Reduced | ↗▾ |
| 02 | CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES View history and evidence | $109.19M | 5.91% | 401.50K shares | 3.93% → 5.91%+1.98 pp -190.49K (-32.18%) | Reduced | ↗▾ |
| 03 | IOTSAMSARA INC-CL ACOM CL A View history and evidence | $100.07M | 5.42% | 3.09M shares | 6.61% → 5.42%-1.19 pp +139.01K (+4.72%) | Added | ↗▾ |
| 04 | AAONAAON INCCOM PAR $0.004 View history and evidence | $98.52M | 5.33% | 776.63K shares | 5.03% → 5.33%+0.30 pp -82.21K (-9.57%) | Reduced | ↗▾ |
| 05 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $98.42M | 5.33% | 191.03K shares | 4.69% → 5.33%+0.64 pp +24.47K (+14.69%) | Added | ↗▾ |
| 06 | FICOFAIR ISAAC CORP View history and evidence | $89.55M | 4.85% | 74.95K shares | 4.26% → 4.85%+0.59 pp +18.60K (+33.00%) | Added | ↗▾ |
| 07 | FOURSHIFT4 PAYMENTS INC-CLASS ACL A View history and evidence | $89.20M | 4.83% | 1.83M shares | 5.42% → 4.83%-0.59 pp +82.66K (+4.72%) | Added | ↗▾ |
| 08 | SNOWSNOWFLAKE INCCOM SHS View history and evidence | $83.99M | 4.55% | 330.01K shares | 3.76% → 4.55%+0.79 pp -22.26K (-6.32%) | Reduced | ↗▾ |
| 09 | ILMNILLUMINA INC View history and evidence | $80.67M | 4.37% | 458.77K shares | 2.84% → 4.37%+1.53 pp +133.72K (+41.14%) | Added | ↗▾ |
| 10 | CSGPCOSTAR GROUP INC View history and evidence | $76.31M | 4.13% | 2.69M shares | 3.17% → 4.13%+0.96 pp +1.58M (+142.50%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KNSL KINSALE CAPITAL GROUP INC | Non-derivative | -137,029 | -$46.82M | SEC filing ↗ | SEC filing ↗ |
| NCNO NCINO INC | Non-derivative | -3,085,237 | -$46.22M | SEC filing ↗ | SEC filing ↗ |
| RBLX ROBLOX CORP -CLASS A | Non-derivative | -779,991 | -$44.12M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1654344 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1847373136
}Take these holdings further.
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