§ 13F · FUND PROFILE
Spyglass Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 25Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$68M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | 2.95M | $93M | 3.4% | +151% |
| 2 | IOT | SAMSARA INC | 2.95M | $93M | 3.4% | — |
| 3 | ASND | ASCENDIS PHARMA A/S | 368K | $84M | 3.1% | −11% |
| 4 | HUBS | HUBSPOT INC | 314K | $77M | 2.8% | — |
| 5 | HUBS | HUBSPOT INC | 314K | $77M | 2.8% | +137% |
| 6 | FOUR | SHIFT4 PMTS INC | 1.75M | $77M | 2.8% | +106% |
| 7 | FOUR | SHIFT4 PMTS INC | 1.75M | $77M | 2.8% | — |
| 8 | AFRM | AFFIRM HLDGS INC | 1.66M | $76M | 2.8% | +130% |
| 9 | AFRM | AFFIRM HLDGS INC | 1.66M | $76M | 2.8% | — |
| 10 | AAON | AAON INC | 859K | $71M | 2.6% | +43% |
§ 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 $1.7 billion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed