Spyglass Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SNOWFLAKE INC(SNOW) | 0 | 374,509 | +374,509 | 0 | 84,470,505 | 4.50% | +84,470,505 |
| SAMSARA INC(IOT) | 0 | 2,200,165 | +2,200,165 | 0 | 81,956,146 | 4.37% | +81,956,146 |
| ASCENDIS PHARMA A/S(ASND) | 0 | 388,647 | +388,647 | 0 | 77,266,910 | 4.12% | +77,266,910 |
| LOAR HOLDINGS INC(LOAR) | 0 | 849,069 | +849,069 | 0 | 67,925,520 | 3.62% | +67,925,520 |
| HUBSPOT INC(HUBS) | 91,780 | 225,229 | +133,449 | 51,087,501 | 105,362,126 | 5.62% | +54,274,625 |
| DUOLINGO INC(DUOL) | 81,949 | 268,726 | +186,777 | 33,600,729 | 86,486,776 | 4.61% | +52,886,047 |
| AAON INC | 712,356 | 1,068,859 | +356,503 | 52,536,255 | 99,874,185 | 5.33% | +47,337,930 |
| EXACT SCIENCES CORP(EXK) | 1,358,663 | 2,125,435 | +766,772 | 72,199,352 | 116,282,549 | 6.20% | +44,083,197 |
| FAIR ISAAC CORP(FICO) | 0 | 27,673 | +27,673 | 0 | 41,413,475 | 2.21% | +41,413,475 |
| GLOBAL E ONLINE LTD | 1,658,211 | 2,703,171 | +1,044,960 | 55,616,397 | 96,665,395 | 5.16% | +41,048,998 |
| APPLOVIN CORP(APP) | 255,187 | 175,917 | -79,270 | 89,335,865 | 126,403,401 | 6.74% | +37,067,536 |
| MONGODB INC(MDB) | 345,127 | 339,723 | -5,404 | 72,473,219 | 105,443,225 | 5.62% | +32,970,006 |
| COSTAR GROUP INC(CSGP) | 803,282 | 1,002,717 | +199,435 | 64,583,873 | 84,599,233 | 4.51% | +20,015,360 |
| NCINO INC(NCNO) | 1,579,924 | 2,149,090 | +569,166 | 44,190,474 | 58,261,830 | 3.11% | +14,071,356 |
| PROCORE TECHNOLOGIES INC(PCOR) | 898,098 | 943,888 | +45,790 | 61,447,865 | 68,828,313 | 3.67% | +7,380,448 |
| MEDPACE HLDGS INC(MEDP) | 224,471 | 150,882 | -73,589 | 70,452,468 | 77,577,489 | 4.14% | +7,125,021 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 128,535 | 115,969 | -12,566 | 39,608,060 | 40,735,271 | 2.17% | +1,127,211 |
| SHIFT4 PMTS INC(FOUR) | 1,027,983 | 1,242,213 | +214,230 | 101,883,395 | 96,147,286 | 5.13% | -5,736,109 |
| API GROUP CORP(APG) | 2,524,696 | 2,261,685 | -263,011 | 85,924,450 | 77,734,113 | 4.15% | -8,190,337 |
| KINSALE CAP GROUP INC(KNSL) | 145,612 | 143,385 | -2,227 | 70,461,647 | 60,975,905 | 3.25% | -9,485,742 |
| DOORDASH INC(DASH) | 235,611 | 161,702 | -73,909 | 58,080,468 | 43,981,327 | 2.35% | -14,099,141 |
| ACV AUCTIONS INC(ACVA) | 3,157,130 | 3,113,017 | -44,113 | 51,208,649 | 30,849,998 | 1.65% | -20,358,651 |
| SWEETGREEN INC | 3,899,813 | 4,056,570 | +156,757 | 58,029,217 | 32,371,429 | 1.73% | -25,657,788 |
| ILLUMINA INC(ILMN) | 698,565 | 422,150 | -276,415 | 66,650,087 | 40,091,586 | 2.14% | -26,558,501 |
| AFFIRM HLDGS INC(AFRM) | 1,740,283 | 1,003,823 | -736,460 | 120,323,167 | 73,359,385 | 3.91% | -46,963,782 |
| CYBERARK SOFTWARE LTD | 129,248 | 0 | -129,248 | 52,588,426 | 0 | — | -52,588,426 |
| VEEVA SYS INC(VEEV) | 205,120 | 0 | -205,120 | 59,070,458 | 0 | — | -59,070,458 |
| ASTERA LABS INC(ALAB) | 734,570 | 0 | -734,570 | 66,419,819 | 0 | — | -66,419,819 |
| ROBINHOOD MKTS INC(HOOD) | 916,631 | 0 | -916,631 | 85,824,161 | 0 | — | -85,824,161 |
| SNOWFLAKE INC(SNOW) | 500,260 | 0 | -500,260 | 111,943,180 | 0 | — | -111,943,180 |