Funds › Spyglass Capital Management LLC
Spyglass Capital Management LLC
13F for Q3 2026, filed Nov 13, 2026. 25 positions worth $1.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AFRM Affirm Holdings, Inc. | 1.58M | $109.1M | 6.4% | +2.5% | 13F ↗ |
| 2 | AAON AAON, Inc. · Com Par $0.004 | 1.28M | $106.3M | 6.2% | +65.3% | 13F ↗ |
| 3 | CRDO Credo Technology Group Holding Ltd | 537,430 | $104.7M | 6.1% | +33.9% | 13F ↗ |
| 4 | IOT Samsara Inc. | 2.46M | $93.7M | 5.5% | -20.4% | 13F ↗ |
| 5 | APP AppLovin Corporation | 319,509 | $92.8M | 5.4% | +67.3% | 13F ↗ |
| 6 | CSGP CoStar Group, Inc. | 2.97M | $81.3M | 4.7% | +10.1% | 13F ↗ |
| 7 | QXO QXO, Inc. | 6.48M | $75.7M | 4.4% | +77.8% | 13F ↗ |
| 8 | ILMN Illumina, Inc. | 276,521 | $75.7M | 4.4% | -39.7% | 13F ↗ |
| 9 | GLBE Global-E Online Ltd. | 1.88M | $74.8M | 4.4% | -3.8% | 13F ↗ |
| 10 | DASH DoorDash, Inc. | 395,538 | $72.6M | 4.2% | -0.7% | 13F ↗ |
| 11 | MDB MongoDB, Inc. | 204,196 | $71.2M | 4.2% | -8.5% | 13F ↗ |
| 12 | SNOW Snowflake Inc. | 208,149 | $70.7M | 4.1% | -36.9% | 13F ↗ |
| 13 | CHYM Chime Financial, Inc. | 2.59M | $69.1M | 4.0% | -23.9% | 13F ↗ |
| 14 | FOUR Shift4 Payments, Inc. | 1.82M | $65.8M | 3.8% | -0.7% | 13F ↗ |
| 15 | APG APi Group Corporation | 1.61M | $62.3M | 3.6% | +38.9% | 13F ↗ |
| 16 | FPS Forgent Power Solutions, Inc. | 1.65M | $61.8M | 3.6% | +134% | 13F ↗ |
| 17 | CVNA Carvana Co. | 985,195 | $61.6M | 3.6% | -0.7% | 13F ↗ |
| 18 | HUBS HubSpot, Inc. | 277,230 | $56.8M | 3.3% | -25.3% | 13F ↗ |
| 19 | PCOR Procore Technologies, Inc. | 1.05M | $54.0M | 3.2% | -0.7% | 13F ↗ |
| 20 | CDNS Cadence Design Systems, Inc. | 156,165 | $51.6M | 3.0% | -0.7% | 13F ↗ |
| 21 | MKSI MKS Inc. | 181,883 | $48.3M | 2.8% | +53.5% | 13F ↗ |
| 22 | MEDP Medpace Holdings, Inc. | 68,433 | $42.7M | 2.5% | -43.1% | 13F ↗ |
| 23 | TKO TKO Group Holdings, Inc. | 211,776 | $38.1M | 2.2% | New | 13F ↗ |
| 24 | LOAR Loar Holdings Inc. | 607,075 | $37.3M | 2.2% | -0.7% | 13F ↗ |
| 25 | ASND Ascendis Pharma A/S | 151,549 | $34.5M | 2.0% | -29.6% | 13F ↗ |
Changes since Q2 2026
1 new, 9 added to, 15 trimmed, 1 exited, 0 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| TKO TKO Group Holdings, Inc. | 211,776 | New | $38.1M |
Added to (9)
| AAON AAON, Inc. · Com Par $0.004 | 1.28M | +65.3% | $42.0M |
| APP AppLovin Corporation | 319,509 | +67.3% | $37.3M |
| FPS Forgent Power Solutions, Inc. | 1.65M | +134% | $35.4M |
| QXO QXO, Inc. | 6.48M | +77.8% | $33.1M |
| CRDO Credo Technology Group Holding Ltd | 537,430 | +33.9% | $26.5M |
| APG APi Group Corporation | 1.61M | +38.9% | $17.4M |
| MKSI MKS Inc. | 181,883 | +53.5% | $16.8M |
| CSGP CoStar Group, Inc. | 2.97M | +10.1% | $7.4M |
| AFRM Affirm Holdings, Inc. | 1.58M | +2.5% | $2.6M |
Trimmed (15)
| ILMN Illumina, Inc. | 276,521 | -39.7% | -$49.9M |
| SNOW Snowflake Inc. | 208,149 | -36.9% | -$41.4M |
| MEDP Medpace Holdings, Inc. | 68,433 | -43.1% | -$32.4M |
| IOT Samsara Inc. | 2.46M | -20.4% | -$23.9M |
| CHYM Chime Financial, Inc. | 2.59M | -23.9% | -$21.7M |
| HUBS HubSpot, Inc. | 277,230 | -25.3% | -$19.3M |
| ASND Ascendis Pharma A/S | 151,549 | -29.6% | -$14.5M |
| MDB MongoDB, Inc. | 204,196 | -8.5% | -$6.6M |
| GLBE Global-E Online Ltd. | 1.88M | -3.8% | -$3.0M |
| DASH DoorDash, Inc. | 395,538 | -0.7% | -$540.7K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| FICO Fair Isaac Corporation | 74,948 | Exited | -$89.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 25 | $1.7B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 25 | $1.8B | Current | SEC ↗ |
| Q1 2026 | May 18, 2026 | 13F-HR/A (restatement) | 25 | $1.4B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 24 | $1.3B | Replaced | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 25 | $2.0B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 25 | $1.9B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 25 | $1.7B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 25 | $1.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer