account_balance
Investment manager · 13F filer · SEC CIK 1654344
Spyglass Capital Management LLC
Reported value$1.71Bas of Sep 30, 2026
Positions25 1 new, 1 sold out
Top 10 weight51.8%AFRM alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AFRMAffirm Holdings, Inc.
6.4%Added +2%
AAONAAON, Inc.
6.2%Added +65%
CRDOCredo Technology Group Holding Ltd
6.1%Added +34%
IOTSamsara Inc.
5.5%Trimmed −20%
APPAppLovin Corp
5.4%Added +67%
CSGPCoStar Group, Inc.
4.7%Added +10%
QXOQXO, Inc.
4.4%Added +78%
ILMNIllumina, Inc.
4.4%Trimmed −40%
GLBEGlobal-E Online Ltd.
4.4%Trimmed −4%
DASHDoorDash, Inc.
4.2%
MDBMongoDB, Inc.
4.2%Trimmed −9%
SNOWSnowflake Inc.
4.1%
AFRMAffirm Holdings, Inc.
6.4%+2%
AAONAAON, Inc.
6.2%
CRDOCredo Technology Group Holding Ltd
6.1%
IOTSamsara Inc.
5.5%−20%
APPAppLovin Corp
5.4%+67%
CSGPCoStar Group, Inc.
4.7%+10%
QXOQXO, Inc.
4.4%
ILMNIllumina, Inc.
4.4%
GLBEGlobal-E Online Ltd.
4.4%
DASHDoorDash, Inc.
4.2%
MDBMongoDB, Inc.
4.2%
SNOWSnowflake Inc.
4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AFRM Affirm Holdings, Inc. 6.4% Added +2%AAON AAON, Inc. 6.2% Added +65%CRDO Credo Technology Group Holding Ltd 6.1% Added +34%IOT Samsara Inc. 5.5% Trimmed −20%APP AppLovin Corp 5.4% Added +67%CSGP CoStar Group, Inc. 4.7% Added +10%QXO QXO, Inc. 4.4% Added +78%ILMN Illumina, Inc. 4.4% Trimmed −40%GLBE Global-E Online Ltd. 4.4% Trimmed −4%DASH DoorDash, Inc. 4.2% HeldMDB MongoDB, Inc. 4.2% Trimmed −9%SNOW Snowflake Inc. 4.1% Trimmed −37%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.