§ 13F · FUND PROFILE
Spyglass Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1695.5T (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1998.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MDB | MONGODB INC | 265K | $111.3T | 5.6% | NEW |
| 2 | AFRM | AFFIRM HLDGS INC | 1.44M | $107.4T | 5.4% | NEW |
| 3 | FOUR | SHIFT4 PMTS INC | 1.70M | $106.9T | 5.3% | NEW |
| 4 | HUBS | HUBSPOT INC | 265K | $106.3T | 5.3% | NEW |
| 5 | CSGP | COSTAR GROUP INC | 1.58M | $106.1T | 5.3% | NEW |
| 6 | GLBE | GLOBAL E ONLINE LTD | 2.68M | $105.5T | 5.3% | NEW |
| 7 | AAON | AAON INC | 1.20M | $91.4T | 4.6% | NEW |
| 8 | ASND | ASCENDIS PHARMA A/S | 416K | $88.6T | 4.4% | NEW |
| 9 | APG | API GROUP CORP | 2.29M | $87.6T | 4.4% | NEW |
| 10 | CDNS | CADENCE DESIGN SYSTEM INC | 271K | $84.9T | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPYGLASS SIGNAL
AC read
Spyglass Capital Management LLC is a Other fund managing $1695539.2 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed