Spyglass Capital Management LLC Top Holdings and 13F Report (2025) About Spyglass Capital Management LLCInvestment ActivitySpyglass Capital Management LLC has $1.46 billion in total holdings as of March 31, 2025.Spyglass Capital Management LLC owns shares of 25 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.11% of the portfolio was purchased this quarter.About 20.84% of the portfolio was sold this quarter.This quarter, Spyglass Capital Management LLC has purchased 25 new stocks and bought additional shares in 10 stocks.Spyglass Capital Management LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Affirm $85,970,586Sweetgreen $84,721,973Shift4 Payments $81,900,384Snowflake $81,517,232APPLOVIN CORP $80,080,293 Largest New Holdings this Quarter 770700102 - Robinhood Markets $55,005,325 Holding000360206 - AAON $48,510,526 Holding303250104 - Fair Isaac $38,325,333 Holding Largest Purchases this Quarter Robinhood Markets 1,321,608 shares (about $55.01M)AAON 620,895 shares (about $48.51M)Fair Isaac 20,782 shares (about $38.33M)Sweetgreen 1,089,276 shares (about $27.25M)ASTERA LABS INC 452,637 shares (about $27.01M) Largest Sales this Quarter CoStar Group 725,749 shares (about $57.50M)DOORDASH INC 301,127 shares (about $55.04M)Veeva Systems 80,504 shares (about $18.65M)GoDaddy 90,892 shares (about $16.37M)HubSpot 15,401 shares (about $8.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpyglass Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAFRMAffirm$85,970,586$9,057,025 ▲11.8%1,902,4255.9%Business ServicesSGSweetgreen$84,721,973$27,253,685 ▲47.4%3,386,1705.8%Retail/WholesaleFOURShift4 Payments$81,900,384$1,672,685 ▲2.1%1,002,3305.6%Business ServicesSNOWSnowflake$81,517,232$2,822,057 ▼-3.3%557,7265.6%Computer and TechnologyAPPLOVIN CORP$80,080,293$3,401,420 ▼-4.1%302,2245.5%COM CL AMEDPMedpace$73,779,465$6,250,411 ▼-7.8%242,1465.1%MedicalKNSLKinsale Capital Group$73,698,115$15,344,019 ▲26.3%151,4215.1%FinanceAPGAPi Group$71,546,498$2,478,168 ▼-3.3%2,000,7414.9%Business ServicesEXASExact Sciences$68,252,486$1,610,301 ▲2.4%1,576,6344.7%MedicalPCORProcore Technologies$61,655,220$7,543,907 ▼-10.9%933,8874.2%Computer and TechnologyHOODRobinhood Markets$55,005,325$55,005,325 ▲New Holding1,321,6083.8%FinanceASTERA LABS INC$54,177,317$27,008,850 ▲99.4%907,9493.7%COMVEEVVeeva Systems$52,648,804$18,647,141 ▼-26.2%227,2973.6%MedicalHUBSHubSpot$52,073,084$8,798,437 ▼-14.5%91,1503.6%Computer and TechnologyGLBEGlobal-E Online$51,246,911$1,776,582 ▼-3.4%1,437,5013.5%Retail/WholesaleAAONAAON$48,510,526$48,510,526 ▲New Holding620,8953.3%ConstructionWSCWillScot Mobile Mini$47,916,108$2,936,903 ▼-5.8%1,723,6013.3%FinanceMDBMongoDB$47,286,963$3,492,565 ▲8.0%269,5953.2%Computer and TechnologyDOORDASH INC$44,799,120$55,036,981 ▼-55.1%245,1123.1%CL AILMNIllumina$44,355,582$1,693,195 ▲4.0%559,0573.0%MedicalACVAACV Auctions$43,927,379$2,832,682 ▲6.9%3,117,6283.0%Retail/WholesaleCYBRCyberArk Software$42,084,718$2,802,020 ▲7.1%124,5112.9%Computer and TechnologyCSGPCoStar Group$39,286,829$57,501,093 ▼-59.4%495,8582.7%Computer and TechnologyFICOFair Isaac$38,325,333$38,325,333 ▲New Holding20,7822.6%Computer and TechnologyGDDYGoDaddy$31,834,701$16,373,285 ▼-34.0%176,7222.2%Computer and TechnologyFNDFloor & Decor$0$44,077,769 ▼-100.0%00.0%Retail/WholesaleSPOTSpotify Technology$0$39,870,953 ▼-100.0%00.0%Business ServicesDUOLINGO INC$0$36,045,622 ▼-100.0%00.0%CL A COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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