Spyglass Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ROBLOX CORP | 0 | 779,991 | +779,991 | 0 | 44,116,291 | +44,116,291 |
| CHIME FINL INC | 0 | 1,297,192 | +1,297,192 | 0 | 24,296,406 | +24,296,406 |
| SAMSARA INC | 0 | 2,946,646 | +2,946,646 | 0 | 93,379,212 | +93,379,212 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 591,990 | +591,990 | 0 | 55,570,101 | +55,570,101 |
| ASCENDIS PHARMA A/S | 0 | 367,972 | +367,972 | 0 | 84,166,236 | +84,166,236 |
| MEDPACE HLDGS INC | 0 | 55,755 | +55,755 | 0 | 26,772,993 | +26,772,993 |
| ILLUMINA INC | 0 | 325,049 | +325,049 | 0 | 40,065,540 | +40,065,540 |
| APPLOVIN CORP | 0 | 166,557 | +166,557 | 0 | 66,289,686 | +66,289,686 |
| DOORDASH INC | 0 | 298,176 | +298,176 | 0 | 44,771,126 | +44,771,126 |
| SNOWFLAKE INC | 0 | 352,268 | +352,268 | 0 | 53,129,060 | +53,129,060 |
| CADENCE DESIGN SYSTEM INC | 0 | 233,347 | +233,347 | 0 | 64,840,131 | +64,840,131 |
| AAON INC | 0 | 858,840 | +858,840 | 0 | 71,069,010 | +71,069,010 |
| PROCORE TECHNOLOGIES INC | 0 | 1,005,371 | +1,005,371 | 0 | 57,306,147 | +57,306,147 |
| FAIR ISAAC CORP | 0 | 56,350 | +56,350 | 0 | 60,155,879 | +60,155,879 |
| CARVANA CO | 0 | 167,391 | +167,391 | 0 | 52,624,383 | +52,624,383 |
| LOAR HOLDINGS INC | 0 | 584,133 | +584,133 | 0 | 33,464,980 | +33,464,980 |
| NCINO INC | 0 | 3,085,237 | +3,085,237 | 0 | 46,216,850 | +46,216,850 |
| HUBSPOT INC | 0 | 313,922 | +313,922 | 0 | 76,628,360 | +76,628,360 |
| KINSALE CAP GROUP INC | 0 | 137,029 | +137,029 | 0 | 46,817,328 | +46,817,328 |
| SHIFT4 PMTS INC | 0 | 1,751,140 | +1,751,140 | 0 | 76,577,352 | +76,577,352 |
| AFFIRM HLDGS INC | 0 | 1,662,325 | +1,662,325 | 0 | 76,167,732 | +76,167,732 |
| API GROUP CORP | 0 | 1,271,099 | +1,271,099 | 0 | 51,504,931 | +51,504,931 |
| GLOBAL E ONLINE LTD | 0 | 1,937,769 | +1,937,769 | 0 | 59,780,174 | +59,780,174 |
| MONGODB INC | 0 | 253,174 | +253,174 | 0 | 61,969,400 | +61,969,400 |
| DUOLINGO INC | 0 | 0 | 0 | 0 | 0 | 0 |
| EXACT SCIENCES CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| COSTAR GROUP INC | 0 | 1,111,224 | +1,111,224 | 0 | 44,826,776 | +44,826,776 |