Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spyglass Capital Management LLC (CIK 1654344) reported $1.41B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IOT ($93.4M, 6.61%), ASND ($84.2M, 5.96%), FOUR ($76.6M, 5.42%), HUBS ($76.6M, 5.42%), AFRM ($76.2M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | $93.4M | 6.61% | 2.9M | Added |
| 2 | ASND | ASCENDIS PHARMA A/S | $84.2M | 5.96% | 367,972 | Trimmed |
| 3 | FOUR | SHIFT4 PMTS INC | $76.6M | 5.42% | 1.8M | Added |
| 4 | HUBS | HUBSPOT INC | $76.6M | 5.42% | 313,922 | Added |
| 5 | AFRM | AFFIRM HLDGS INC | $76.2M | 5.39% | 1.7M | Added |
| 6 | AAON | AAON INC | $71.1M | 5.03% | 858,840 | Trimmed |
| 7 | APP | APPLOVIN CORP | $66.3M | 4.69% | 166,557 | Added |
| 8 | CDNS | CADENCE DESIGN SYSTEM INC | $64.8M | 4.59% | 233,347 | Trimmed |
| 9 | MDB | MONGODB INC | $62.0M | 4.39% | 253,174 | Trimmed |
| 10 | FICO | FAIR ISAAC CORP | $60.2M | 4.26% | 56,350 | Added |
| 11 | GLBE | GLOBAL E ONLINE LTD | $59.8M | 4.23% | 1.9M | Trimmed |
| 12 | PCOR | PROCORE TECHNOLOGIES INC | $57.3M | 4.06% | 1.0M | Trimmed |
| 13 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $55.6M | 3.93% | 591,990 | Added |
| 14 | SNOW | SNOWFLAKE INC | $53.1M | 3.76% | 352,268 | Added |
| 15 | CVNA | CARVANA CO | $52.6M | 3.73% | 167,391 | Trimmed |
| 16 | APG | API GROUP CORP | $51.5M | 3.65% | 1.3M | Trimmed |
| 17 | KNSL | KINSALE CAP GROUP INC | $46.8M | 3.31% | 137,029 | Trimmed |
| 18 | NCNO | NCINO INC | $46.2M | 3.27% | 3.1M | Added |
| 19 | CSGP | COSTAR GROUP INC | $44.8M | 3.17% | 1.1M | Trimmed |
| 20 | DASH | DOORDASH INC | $44.8M | 3.17% | 298,176 | Added |
| 21 | RBLX | ROBLOX CORP | $44.1M | 3.12% | 779,991 | New |
| 22 | ILMN | ILLUMINA INC | $40.1M | 2.84% | 325,049 | Trimmed |
| 23 | LOAR | LOAR HOLDINGS INC | $33.5M | 2.37% | 584,133 | Trimmed |
| 24 | MEDP | MEDPACE HLDGS INC | $26.8M | 1.90% | 55,755 | Trimmed |
| 25 | CHYM | CHIME FINL INC | $24.3M | 1.72% | 1.3M | New |
Source: SEC Form 13F filings · as of 2026-03-31