Spyglass Capital Management LLC Top Holdings and 13F Report (2026) About Spyglass Capital Management LLCInvestment ActivitySpyglass Capital Management LLC has $1.85 billion in total holdings as of June 30, 2026.Spyglass Capital Management LLC owns shares of 25 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 26.52% of the portfolio was purchased this quarter.About 18.54% of the portfolio was sold this quarter.This quarter, Spyglass Capital Management LLC has purchased 25 new stocks and bought additional shares in 14 stocks.Spyglass Capital Management LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Affirm $125,410,852Credo Technology Group $109,188,741Samsara $100,067,792AAON $98,523,155APPLOVIN CORP $98,423,356 Largest New Holdings this Quarter 82846H405 - QXO INC $62,961,287 HoldingK08588103 - ASCENDIS PHARMA A/S $57,450,955 Holding55306N104 - MKS $52,720,365 Holding34631F102 - FORGENT POWER SOLUTIONS INC $39,401,465 Holding Largest Purchases this Quarter QXO INC 3,643,593 shares (about $62.96M)ASCENDIS PHARMA A/S 215,398 shares (about $57.45M)Carvana 825,241 shares (about $54.32M)MKS 118,526 shares (about $52.72M)CoStar Group 1,583,473 shares (about $44.84M) Largest Sales this Quarter Credo Technology Group 190,487 shares (about $51.80M)Cadence Design Systems 76,012 shares (about $28.53M)AAON 82,211 shares (about $10.43M)Affirm 124,485 shares (about $10.15M)MongoDB 29,948 shares (about $10.06M) 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$125,410,852$10,151,752 â–¼-7.5%1,537,8406.8%FinanceCRDOCredo Technology Group$109,188,741$51,802,940 â–¼-32.2%401,5035.9%TechnologyIOTSamsara$100,067,792$4,508,062 â–²4.7%3,085,6555.4%TechnologyAAONAAON$98,523,155$10,429,287 â–¼-9.6%776,6295.3%IndustrialsAPPLOVIN CORP$98,423,356$12,608,193 â–²14.7%191,0285.3%COM CL AFICOFair Isaac$89,546,371$22,220,518 â–²33.0%74,9484.8%TechnologyFOURShift4 Payments$89,196,178$4,020,728 â–²4.7%1,833,8034.8%FinanceSNOWSnowflake$83,987,800$5,664,407 â–¼-6.3%330,0114.5%TechnologyILMNIllumina$80,665,002$23,511,636 â–²41.1%458,7674.4%HealthcareCSGPCoStar Group$76,313,819$44,843,955 â–²142.5%2,694,6974.1%Real EstateMDBMongoDB$74,981,613$10,059,533 â–¼-11.8%223,2264.1%TechnologyDOORDASH INC$73,532,253$18,509,835 â–²33.6%398,4844.0%CL ACHIME FINL INC$69,759,980$43,193,488 â–²162.6%3,406,2493.8%COM SHS CL AGLBEGlobal-e Online$68,014,503$715,785 â–²1.1%1,958,3793.7%Consumer DiscretionaryHUBSHubSpot$67,777,826$10,483,922 â–²18.3%371,3653.7%TechnologyCVNACarvana$65,335,038$54,317,362 â–²493.0%992,6323.5%Consumer DiscretionaryMEDPMedpace$63,744,100$34,216,810 â–²115.9%120,3653.5%HealthcareQXO INC$62,961,287$62,961,287 â–²New Holding3,643,5933.4%COM NEWCDNSCadence Design Systems$59,050,972$28,528,824 â–¼-32.6%157,3353.2%TechnologyASCENDIS PHARMA A/S$57,450,955$57,450,955 â–²New Holding215,3983.1%ORD SHSMKSIMKS$52,720,365$52,720,365 â–²New Holding118,5262.9%TechnologyLOAR HOLDINGS INC$49,305,671$2,218,710 â–²4.7%611,6572.7%COM SHSAPGAPi Group$49,244,919$4,586,124 â–¼-8.5%1,162,8082.7%IndustrialsPCORProcore Technologies$42,769,123$1,930,953 â–²4.7%1,052,9082.3%TechnologyFORGENT POWER SOLUTIONS INC$39,401,465$39,401,465 â–²New Holding705,3612.1%COM SHS CL AASNDAscendis Pharma A/S$0$84,166,236 â–¼-100.0%00.0%HealthcareKNSLKinsale Capital Group$0$46,817,328 â–¼-100.0%00.0%FinanceNCNOnCino$0$46,216,850 â–¼-100.0%00.0%TechnologyRBLXRoblox$0$44,116,291 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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