Universe · entity
Spyglass Capital Management LLC
Institutional manager (13F) · CIK 1654344
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SAMSARA INC | $93M | 2,946,646 |
| 2 | HUBSPOT INC | $77M | 313,922 |
| 3 | SHIFT4 PMTS INC | $77M | 1,751,140 |
| 4 | AFFIRM HLDGS INC | $76M | 1,662,325 |
| 5 | AAON INC | $71M | 858,840 |
| 6 | APPLOVIN CORP | $66M | 166,557 |
| 7 | CADENCE DESIGN SYSTEM INC | $65M | 233,347 |
| 8 | MONGODB INC | $62M | 253,174 |
| 9 | FAIR ISAAC CORP | $60M | 56,350 |
| 10 | GLOBAL E ONLINE LTD | $60M | 1,937,769 |
| 11 | PROCORE TECHNOLOGIES INC | $57M | 1,005,371 |
| 12 | CREDO TECHNOLOGY GROUP HOLDI | $56M | 591,990 |
| 13 | SNOWFLAKE INC | $53M | 352,268 |
| 14 | CARVANA CO | $53M | 167,391 |
| 15 | API GROUP CORP | $52M | 1,271,099 |
| 16 | KINSALE CAP GROUP INC | $47M | 137,029 |
| 17 | NCINO INC | $46M | 3,085,237 |
| 18 | COSTAR GROUP INC | $45M | 1,111,224 |
| 19 | DOORDASH INC | $45M | 298,176 |
| 20 | ROBLOX CORP | $44M | 779,991 |
| 21 | ILLUMINA INC | $40M | 325,049 |
| 22 | LOAR HOLDINGS INC | $33M | 584,133 |
| 23 | MEDPACE HLDGS INC | $27M | 55,755 |
| 24 | CHIME FINL INC | $24M | 1,297,192 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.