Spyglass Capital Management LLC
CIK 1654344
13F filing for Q2 2026・No. 1,735
- Holdings
- US$1.85B
- Quarter change
- +US$434.87M
- Entries
- 25
- Net bought (estimate)
- +US$92.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 4
- Cut 8
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
25 stocks worth US$1.85B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AFRMAFFIRM HLDGS INCCOM CL A | Cut | 1,537,840 | US$125.41M | 6.79% |
| CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES | Cut | 401,503 | US$109.19M | 5.91% |
| IOTSAMSARA INCCOM CL A | Added | 3,085,655 | US$100.07M | 5.42% |
| AAONAAON INCCOM PAR $0.004 | Cut | 776,629 | US$98.52M | 5.33% |
| APPAPPLOVIN CORPCOM CL A | Added | 191,028 | US$98.42M | 5.33% |
| FICOFAIR ISAAC CORPCOM | Added | 74,948 | US$89.55M | 4.85% |
| FOURSHIFT4 PMTS INCCL A | Added | 1,833,803 | US$89.2M | 4.83% |
| SNOWSNOWFLAKE INCCOM SHS | Cut | 330,011 | US$83.99M | 4.55% |
| ILMNILLUMINA INCCOM | Added | 458,767 | US$80.67M | 4.37% |
| CSGPCOSTAR GROUP INCCOM | Added | 2,694,697 | US$76.31M | 4.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.