Fund Holdings

Spyglass Capital Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ROBLOX CORP0779,991+779,991044,116,291+44,116,291
CHIME FINL INC01,297,192+1,297,192024,296,406+24,296,406
SAMSARA INC02,946,646+2,946,646093,379,212+93,379,212
CREDO TECHNOLOGY GROUP HOLDI0591,990+591,990055,570,101+55,570,101
ASCENDIS PHARMA A/S0367,972+367,972084,166,236+84,166,236
MEDPACE HLDGS INC055,755+55,755026,772,993+26,772,993
ILLUMINA INC0325,049+325,049040,065,540+40,065,540
APPLOVIN CORP0166,557+166,557066,289,686+66,289,686
DOORDASH INC0298,176+298,176044,771,126+44,771,126
SNOWFLAKE INC0352,268+352,268053,129,060+53,129,060
CADENCE DESIGN SYSTEM INC0233,347+233,347064,840,131+64,840,131
AAON INC0858,840+858,840071,069,010+71,069,010
PROCORE TECHNOLOGIES INC01,005,371+1,005,371057,306,147+57,306,147
FAIR ISAAC CORP056,350+56,350060,155,879+60,155,879
CARVANA CO0167,391+167,391052,624,383+52,624,383
LOAR HOLDINGS INC0584,133+584,133033,464,980+33,464,980
NCINO INC03,085,237+3,085,237046,216,850+46,216,850
HUBSPOT INC0313,922+313,922076,628,360+76,628,360
KINSALE CAP GROUP INC0137,029+137,029046,817,328+46,817,328
SHIFT4 PMTS INC01,751,140+1,751,140076,577,352+76,577,352
AFFIRM HLDGS INC01,662,325+1,662,325076,167,732+76,167,732
API GROUP CORP01,271,099+1,271,099051,504,931+51,504,931
GLOBAL E ONLINE LTD01,937,769+1,937,769059,780,174+59,780,174
MONGODB INC0253,174+253,174061,969,400+61,969,400
DUOLINGO INC000000
EXACT SCIENCES CORP000000
COSTAR GROUP INC01,111,224+1,111,224044,826,776+44,826,776
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