§ 13F · FUND PROFILE
Spyglass Capital Management LLC.
AUM · $1.8B (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$213M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AFRM | AFFIRM HLDGS INC | 1.54M | $125M | 6.8% | −54% |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 402K | $109M | 5.9% | −66% |
| 3 | IOT | SAMSARA INC | 3.09M | $100M | 5.4% | −48% |
| 4 | AAON | AAON INC | 777K | $99M | 5.3% | −55% |
| 5 | APP | APPLOVIN CORP | 191K | $98M | 5.3% | −43% |
| 6 | FICO | FAIR ISAAC CORP | 75K | $90M | 4.8% | −33% |
| 7 | FOUR | SHIFT4 PMTS INC | 1.83M | $89M | 4.8% | −48% |
| 8 | SNOW | SNOWFLAKE INC | 330K | $84M | 4.5% | −53% |
| 9 | ILMN | ILLUMINA INC | 459K | $81M | 4.4% | −29% |
| 10 | CSGP | COSTAR GROUP INC | 2.69M | $76M | 4.1% | +21% |
§ 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 $1.8 billion in assets. The fund runs a focused portfolio of just 25 positions.
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