The Analysis of Spyglass Capital Management LLC's Holdings


Currently, Spyglass Capital Management LLC holds 25 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IOT (+2.2M shares, valued at $82.0M), ASND (+388.6K shares, valued at $77.3M), LOAR (+849.1K shares, valued at $67.9M); decreased their positions in APP (-79.3K shares, valued at $57.0M), AFRM (-736.5K shares, valued at $53.8M), MEDP (-73.6K shares, valued at $37.8M); initiated new positions in IOT (+2.2M shares, valued at $82.0M), ASND (+388.6K shares, valued at $77.3M), LOAR (+849.1K shares, valued at $67.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP175.9K shares-31.06%2025-09-302025-11-14history
EXAS EXACT SCIENCES CORP2.1M shares56.44%2025-09-302025-11-14history
MDB MONGODB INC339.7K shares-1.57%2025-09-302025-11-14history
HUBS HUBSPOT INC225.2K shares145.40%2025-09-302025-11-14history
AAON AAON INC1.1M shares50.05%2025-09-302025-11-14history
GLBE GLOBAL E ONLINE LTD2.7M shares63.02%2025-09-302025-11-14history
FOUR SHIFT4 PMTS INC1.2M shares20.84%2025-09-302025-11-14history
DUOL DUOLINGO INC268.7K shares227.92%2025-09-302025-11-14history
Sponsored
CSGP COSTAR GROUP INC1.0M shares24.83%2025-09-302025-11-14history
SNOW SNOWFLAKE INC374.5K shares-25.14%2025-09-302025-11-14history
IOT SAMSARA INC2.2M sharesnew addition2025-09-302025-11-14history
APG API GROUP CORP2.3M shares-10.42%2025-09-302025-11-14history
MEDP MEDPACE HLDGS INC150.9K shares-32.78%2025-09-302025-11-14history
ASND ASCENDIS PHARMA A/S388.6K sharesnew addition2025-09-302025-11-14history
AFRM AFFIRM HLDGS INC1.0M shares-42.32%2025-09-302025-11-14history
PCOR PROCORE TECHNOLOGIES INC943.9K shares5.10%2025-09-302025-11-14history
Sponsored
LOAR LOAR HOLDINGS INC849.1K sharesnew addition2025-09-302025-11-14history
KNSL KINSALE CAP GROUP INC143.4K shares-1.53%2025-09-302025-11-14history
NCNO NCINO INC2.1M shares36.02%2025-09-302025-11-14history
DASH DOORDASH INC161.7K shares-31.37%2025-09-302025-11-14history
FICO FAIR ISAAC CORP27.7K sharesnew addition2025-09-302025-11-14history
CDNS CADENCE DESIGN SYSTEM INC116.0K shares-9.78%2025-09-302025-11-14history
ILMN ILLUMINA INC422.1K shares-39.57%2025-09-302025-11-14history
SG SWEETGREEN INC4.1M shares4.02%2025-09-302025-11-14history
Sponsored
ACVA ACV AUCTIONS INC3.1M shares-1.40%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available