Spyglass Capital Management
$1.8B 13F equity value
28 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Spyglass Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | 1,537,840 | $125M | 6.8% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 401,503 | $109M | 5.9% |
| IOT | SAMSARA INC | 3,085,655 | $100M | 5.4% |
| AAON | AAON INC | 776,629 | $99M | 5.3% |
| APP | APPLOVIN CORP | 191,028 | $98M | 5.3% |
| FICO | FAIR ISAAC CORP | 74,948 | $90M | 4.8% |
| FOUR | SHIFT4 PMTS INC | 1,833,803 | $89M | 4.8% |
| SNOW | SNOWFLAKE INC | 330,011 | $84M | 4.5% |
| ILMN | ILLUMINA INC | 458,767 | $81M | 4.4% |
| CSGP | COSTAR GROUP INC | 2,694,697 | $76M | 4.1% |
Track Spyglass Capital Management's 13F portfolio: $1.8B in reported holdings, 28 positions. Top holdings and quarterly changes on SentiSense.
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