Spyglass Capital Management LLC Top Holdings and 13F Report (2026) About Spyglass Capital Management LLCInvestment ActivitySpyglass Capital Management LLC has $1.33 billion in total holdings as of March 31, 2026.Spyglass Capital Management LLC owns shares of 24 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 12.55% of the portfolio was purchased this quarter.About 28.74% 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 Samsara $93,379,212HubSpot $76,628,360Shift4 Payments $76,577,352Affirm $76,167,732AAON $71,069,010 Largest New Holdings this Quarter 771049103 - Roblox $44,116,291 Holding16935C109 - CHIME FINL INC $24,296,406 Holding Largest Purchases this Quarter Roblox 779,991 shares (about $44.12M)CHIME FINL INC 1,297,192 shares (about $24.30M)Credo Technology Group 203,130 shares (about $19.07M)Samsara 599,651 shares (about $19.00M)APPLOVIN CORP 45,919 shares (about $18.28M) Largest Sales this Quarter APi Group 1,017,459 shares (about $41.23M)AAON 340,081 shares (about $28.14M)Global-e Online 745,544 shares (about $23.00M)Kinsale Capital Group 60,157 shares (about $20.55M)CoStar Group 467,225 shares (about $18.85M) 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 PortfolioSectorIOTSamsara$93,379,212$19,002,940 â–²25.5%2,946,6467.0%Computer and TechnologyHUBSHubSpot$76,628,360$11,959,191 â–²18.5%313,9225.8%Computer and TechnologyFOURShift4 Payments$76,577,352$2,327,311 â–²3.1%1,751,1405.8%Business ServicesAFRMAffirm$76,167,732$10,022,896 â–²15.2%1,662,3255.7%Computer and TechnologyAAONAAON$71,069,010$28,141,703 â–¼-28.4%858,8405.4%ConstructionAPPLOVIN CORP$66,289,686$18,275,762 â–²38.1%166,5575.0%COM CL ACDNSCadence Design Systems$64,840,131$10,599,351 â–¼-14.1%233,3474.9%Computer and TechnologyMDBMongoDB$61,969,400$2,959,025 â–¼-4.6%253,1744.7%Computer and TechnologyFICOFair Isaac$60,155,879$7,271,015 â–²13.7%56,3504.5%Computer and TechnologyGLBEGlobal-e Online$59,780,174$23,000,033 â–¼-27.8%1,937,7694.5%Retail/WholesalePCORProcore Technologies$57,306,147$4,330,404 â–¼-7.0%1,005,3714.3%Computer and TechnologyCRDOCredo Technology Group$55,570,101$19,067,813 â–²52.2%591,9904.2%Computer and TechnologySNOWSnowflake$53,129,060$3,536,729 â–²7.1%352,2684.0%Computer and TechnologyCVNACarvana$52,624,383$4,174,023 â–¼-7.3%167,3914.0%Retail/WholesaleAPGAPi Group$51,504,931$41,227,438 â–¼-44.5%1,271,0993.9%Business ServicesKNSLKinsale Capital Group$46,817,328$20,553,241 â–¼-30.5%137,0293.5%FinanceNCNOnCino$46,216,850$2,626,848 â–²6.0%3,085,2373.5%Computer and TechnologyCSGPCoStar Group$44,826,776$18,847,856 â–¼-29.6%1,111,2243.4%Computer and TechnologyDOORDASH INC$44,771,126$4,145,041 â–²10.2%298,1763.4%CL ARBLXRoblox$44,116,291$44,116,291 â–²New Holding779,9913.3%Consumer DiscretionaryILMNIllumina$40,065,540$9,427,418 â–¼-19.0%325,0493.0%MedicalLOAR HOLDINGS INC$33,464,980$18,332,686 â–¼-35.4%584,1332.5%COM SHSMEDPMedpace$26,772,993$6,444,150 â–¼-19.4%55,7552.0%MedicalCHIME FINL INC$24,296,406$24,296,406 â–²New Holding1,297,1921.8%COM SHS CL AASNDAscendis Pharma A/S$0$88,611,669 â–¼-100.0%00.0%MedicalEXASExact Sciences$0$54,830,822 â–¼-100.0%00.0%MedicalDUOLINGO INC$0$50,346,212 â–¼-100.0%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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