Spyglass Capital Management LLC Top Holdings and 13F Report (2025) About Spyglass Capital Management LLCInvestment ActivitySpyglass Capital Management LLC has $1.70 billion in total holdings as of June 30, 2025.Spyglass Capital Management LLC owns shares of 25 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.76% of the portfolio was purchased this quarter.About 14.35% of the portfolio was sold this quarter.This quarter, Spyglass Capital Management LLC has purchased 25 new stocks and bought additional shares in 11 stocks.Spyglass Capital Management LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Affirm $120,323,167Snowflake $111,943,180Shift4 Payments $101,883,395APPLOVIN CORP $89,335,865APi Group $85,924,450 Largest New Holdings this Quarter 63947X101 - nCino $44,190,474 Holding127387108 - Cadence Design Systems $39,608,060 Holding26603R106 - DUOLINGO INC $33,600,729 Holding Largest Purchases this Quarter nCino 1,579,924 shares (about $44.19M)Cadence Design Systems 128,535 shares (about $39.61M)DUOLINGO INC 81,949 shares (about $33.60M)CoStar Group 307,424 shares (about $24.72M)APi Group 523,955 shares (about $17.83M) Largest Sales this Quarter Robinhood Markets 404,977 shares (about $37.92M)APPLOVIN CORP 47,037 shares (about $16.47M)ASTERA LABS INC 173,379 shares (about $15.68M)Snowflake 57,466 shares (about $12.86M)Exact Sciences 217,971 shares (about $11.58M) 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$120,323,167$11,210,498 ▼-8.5%1,740,2837.1%Computer and TechnologySNOWSnowflake$111,943,180$12,859,167 ▼-10.3%500,2606.6%Computer and TechnologyFOURShift4 Payments$101,883,395$2,542,469 ▲2.6%1,027,9836.0%Business ServicesAPPLOVIN CORP$89,335,865$16,466,713 ▼-15.6%255,1875.3%COM CL AAPGAPi Group$85,924,450$17,832,066 ▲26.2%2,524,6965.1%Business ServicesHOODRobinhood Markets$85,824,161$37,917,997 ▼-30.6%916,6315.1%FinanceMDBMongoDB$72,473,219$15,860,965 ▲28.0%345,1274.3%Computer and TechnologyEXASExact Sciences$72,199,352$11,582,979 ▼-13.8%1,358,6634.3%MedicalKNSLKinsale Capital Group$70,461,647$2,810,975 ▼-3.8%145,6124.2%FinanceMEDPMedpace$70,452,468$5,547,475 ▼-7.3%224,4714.2%MedicalILMNIllumina$66,650,087$13,310,458 ▲25.0%698,5653.9%MedicalASTERA LABS INC$66,419,819$15,676,929 ▼-19.1%734,5703.9%COMCSGPCoStar Group$64,583,873$24,716,890 ▲62.0%803,2823.8%Computer and TechnologyPCORProcore Technologies$61,447,865$2,448,683 ▼-3.8%898,0983.6%Computer and TechnologyVEEVVeeva Systems$59,070,458$6,386,533 ▼-9.8%205,1203.5%MedicalDOORDASH INC$58,080,468$2,342,092 ▼-3.9%235,6113.4%CL ASGSweetgreen$58,029,217$7,643,008 ▲15.2%3,899,8133.4%Retail/WholesaleGLBEGlobal-e Online$55,616,397$7,402,613 ▲15.4%1,658,2113.3%Retail/WholesaleCYBRCyberArk Software$52,588,426$1,927,391 ▲3.8%129,2483.1%Computer and TechnologyAAONAAON$52,536,255$6,745,249 ▲14.7%712,3563.1%ConstructionACVAACV Auctions$51,208,649$640,722 ▲1.3%3,157,1303.0%Retail/WholesaleHUBSHubSpot$51,087,501$350,677 ▲0.7%91,7803.0%Computer and TechnologyNCNOnCino$44,190,474$44,190,474 ▲New Holding1,579,9242.6%Computer and TechnologyCDNSCadence Design Systems$39,608,060$39,608,060 ▲New Holding128,5352.3%Computer and TechnologyDUOLINGO INC$33,600,729$33,600,729 ▲New Holding81,9492.0%CL A COMWSCWillScot$0$47,916,108 ▼-100.0%00.0%FinanceFICOFair Isaac$0$38,325,333 ▼-100.0%00.0%Computer and TechnologyGDDYGoDaddy$0$31,834,701 ▼-100.0%00.0%Computer and TechnologyShowing 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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