Spyglass Capital Management
$1.4B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IOT | SAMSARA INC | 2,946,646 | $93M | 6.6% |
| ASND | ASCENDIS PHARMA A/S | 367,972 | $84M | 6.0% |
| HUBS | HUBSPOT INC | 313,922 | $77M | 5.4% |
| FOUR | SHIFT4 PMTS INC | 1,751,140 | $77M | 5.4% |
| AFRM | AFFIRM HLDGS INC | 1,662,325 | $76M | 5.4% |
| AAON | AAON INC | 858,840 | $71M | 5.0% |
| APP | APPLOVIN CORP | 166,557 | $66M | 4.7% |
| CDNS | CADENCE DESIGN SYSTEM INC | 233,347 | $65M | 4.6% |
| MDB | MONGODB INC | 253,174 | $62M | 4.4% |
| FICO | FAIR ISAAC CORP | 56,350 | $60M | 4.3% |
Track Spyglass Capital Management's 13F portfolio: $1.4B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.