Spyglass Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBLOX CORP(RBLX) | 0 | 779,991 | +779,991 | 0 | 44,116,291 | 3.12% | +44,116,291 |
| CHIME FINL INC(CHYM) | 0 | 1,297,192 | +1,297,192 | 0 | 24,296,406 | 1.72% | +24,296,406 |
| SAMSARA INC(IOT) | 2,346,995 | 2,946,646 | +599,651 | 83,200,973 | 93,379,212 | 6.61% | +10,178,239 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 388,860 | 591,990 | +203,130 | 55,953,065 | 55,570,101 | 3.93% | -382,964 |
| ASCENDIS PHARMA A/S(ASND) | 415,549 | 367,972 | -47,577 | 88,611,669 | 84,166,236 | 5.96% | -4,445,433 |
| MEDPACE HLDGS INC(MEDP) | 69,175 | 55,755 | -13,420 | 38,852,139 | 26,772,993 | 1.90% | -12,079,146 |
| ILLUMINA INC(ILMN) | 401,533 | 325,049 | -76,484 | 52,665,068 | 40,065,540 | 2.84% | -12,599,528 |
| APPLOVIN CORP(APP) | 120,638 | 166,557 | +45,919 | 81,288,297 | 66,289,686 | 4.69% | -14,998,611 |
| DOORDASH INC(DASH) | 270,570 | 298,176 | +27,606 | 61,278,694 | 44,771,126 | 3.17% | -16,507,568 |
| SNOWFLAKE INC(SNOW) | 328,818 | 352,268 | +23,450 | 72,129,516 | 53,129,060 | 3.76% | -19,000,456 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 271,492 | 233,347 | -38,145 | 84,862,969 | 64,840,131 | 4.59% | -20,022,838 |
| AAON INC | 1,198,921 | 858,840 | -340,081 | 91,417,726 | 71,069,010 | 5.03% | -20,348,716 |
| PROCORE TECHNOLOGIES INC(PCOR) | 1,081,343 | 1,005,371 | -75,972 | 78,656,890 | 57,306,147 | 4.06% | -21,350,743 |
| FAIR ISAAC CORP(FICO) | 49,539 | 56,350 | +6,811 | 83,751,624 | 60,155,879 | 4.26% | -23,595,745 |
| CARVANA CO(CVNA) | 180,668 | 167,391 | -13,277 | 76,245,509 | 52,624,383 | 3.73% | -23,621,126 |
| LOAR HOLDINGS INC(LOAR) | 904,131 | 584,133 | -319,998 | 61,480,908 | 33,464,980 | 2.37% | -28,015,928 |
| NCINO INC(NCNO) | 2,909,880 | 3,085,237 | +175,357 | 74,609,323 | 46,216,850 | 3.27% | -28,392,473 |
| HUBSPOT INC(HUBS) | 264,929 | 313,922 | +48,993 | 106,316,008 | 76,628,360 | 5.42% | -29,687,648 |
| KINSALE CAP GROUP INC(KNSL) | 197,186 | 137,029 | -60,157 | 77,123,388 | 46,817,328 | 3.31% | -30,306,060 |
| SHIFT4 PMTS INC(FOUR) | 1,697,920 | 1,751,140 | +53,220 | 106,918,022 | 76,577,352 | 5.42% | -30,340,670 |
| AFFIRM HLDGS INC(AFRM) | 1,443,580 | 1,662,325 | +218,745 | 107,445,659 | 76,167,732 | 5.39% | -31,277,927 |
| API GROUP CORP(APG) | 2,288,558 | 1,271,099 | -1,017,459 | 87,560,229 | 51,504,931 | 3.65% | -36,055,298 |
| GLOBAL E ONLINE LTD SHS | 2,683,313 | 1,937,769 | -745,544 | 105,481,034 | 59,780,174 | 4.23% | -45,700,860 |
| MONGODB INC(MDB) | 265,263 | 253,174 | -12,089 | 111,328,228 | 61,969,400 | 4.39% | -49,358,828 |
| DUOLINGO INC(DUOL) | 286,873 | 0 | -286,873 | 50,346,212 | 0 | — | -50,346,212 |
| EXACT SCIENCES CORP(EXK) | 539,886 | 0 | -539,886 | 54,830,822 | 0 | — | -54,830,822 |
| COSTAR GROUP INC(CSGP) | 1,578,449 | 1,111,224 | -467,225 | 106,134,911 | 44,826,776 | 3.17% | -61,308,135 |