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The Analysis of Spyglass Capital Management LLC's Holdings & P&L

Currently, Spyglass Capital Management LLC holds 24 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in RBLX (+780.0K shares, valued at $44.1M), CHYM (+1.3M shares, valued at $24.3M), CRDO (+203.1K shares, valued at $19.1M); decreased their positions in APG (-1.0M shares, valued at $41.2M), AAON (-340.1K shares, valued at $28.1M), GLBE (-745.5K shares, valued at $23.0M); initiated new positions in RBLX (+780.0K shares, valued at $44.1M), CHYM (+1.3M shares, valued at $24.3M).

1M P&L

-210.3M-11.16%

3M P&L

-210.1M-11.14%

HY P&L

-452.1M-21.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application632.0M

31.6%

2Software - Infrastructure408.9M

20.5%

3Diagnostics & Research146.3M

7.3%

Top Industries by Stock Count

1Software - Application8 stocks

32.0%

2Software - Infrastructure4 stocks

16.0%

3Diagnostics & Research3 stocks

12.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IOT SAMSARA INC2.9M shares25.55%2026-03-312026-05-15

HUBS HUBSPOT INC313.9K shares18.49%2026-03-312026-05-15

FOUR SHIFT4 PMTS INC1.8M shares3.13%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC1.7M shares15.15%2026-03-312026-05-15

AAON AAON INC858.8K shares-28.37%2026-03-312026-05-15

APP APPLOVIN CORP166.6K shares38.06%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC233.3K shares-14.05%2026-03-312026-05-15

MDB MONGODB INC253.2K shares-4.56%2026-03-312026-05-15

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FICO FAIR ISAAC CORP56.4K shares13.75%2026-03-312026-05-15

GLBE GLOBAL E ONLINE LTD1.9M shares-27.78%2026-03-312026-05-15

PCOR PROCORE TECHNOLOGIES INC1.0M shares-7.03%2026-03-312026-05-15

CRDO CREDO TECHNOLOGY GROUP HOLDI592.0K shares52.24%2026-03-312026-05-15

SNOW SNOWFLAKE INC352.3K shares7.13%2026-03-312026-05-15

CVNA CARVANA CO167.4K shares-7.35%2026-03-312026-05-15

APG API GROUP CORP1.3M shares-44.46%2026-03-312026-05-15

KNSL KINSALE CAP GROUP INC137.0K shares-30.51%2026-03-312026-05-15

Sponsored

NCNO NCINO INC3.1M shares6.03%2026-03-312026-05-15

CSGP COSTAR GROUP INC1.1M shares-29.60%2026-03-312026-05-15

DASH DOORDASH INC298.2K shares10.20%2026-03-312026-05-15

RBLX ROBLOX CORP780.0K sharesnew addition2026-03-312026-05-15

ILMN ILLUMINA INC325.0K shares-19.05%2026-03-312026-05-15

LOAR LOAR HOLDINGS INC584.1K shares-35.39%2026-03-312026-05-15

MEDP MEDPACE HLDGS INC55.8K shares-19.40%2026-03-312026-05-15

CHYM CHIME FINL INC1.3M sharesnew addition2026-03-312026-05-15

Sponsored

IOT

SAMSARA INC

25.55%

Shares2.9M

Event2026-03-31

Filed2026-05-15

HUBS

HUBSPOT INC

18.49%

Shares313.9K

Event2026-03-31

Filed2026-05-15

FOUR

SHIFT4 PMTS INC

3.13%

Shares1.8M

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

15.15%

Shares1.7M

Event2026-03-31

Filed2026-05-15

AAON

AAON INC

-28.37%

Shares858.8K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

38.06%

Shares166.6K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-14.05%

Shares233.3K

Event2026-03-31

Filed2026-05-15

MDB

MONGODB INC

-4.56%

Shares253.2K

Event2026-03-31

Filed2026-05-15

FICO

FAIR ISAAC CORP

13.75%

Shares56.4K

Event2026-03-31

Filed2026-05-15

GLBE

GLOBAL E ONLINE LTD

-27.78%

Shares1.9M

Event2026-03-31

Filed2026-05-15

PCOR

PROCORE TECHNOLOGIES INC

-7.03%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CRDO

CREDO TECHNOLOGY GROUP HOLDI

52.24%

Shares592.0K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

7.13%

Shares352.3K

Event2026-03-31

Filed2026-05-15

CVNA

CARVANA CO

-7.35%

Shares167.4K

Event2026-03-31

Filed2026-05-15

APG

API GROUP CORP

-44.46%

Shares1.3M

Event2026-03-31

Filed2026-05-15

KNSL

KINSALE CAP GROUP INC

-30.51%

Shares137.0K

Event2026-03-31

Filed2026-05-15

NCNO

NCINO INC

6.03%

Shares3.1M

Event2026-03-31

Filed2026-05-15

CSGP

COSTAR GROUP INC

-29.60%

Shares1.1M

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

10.20%

Shares298.2K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

New

Shares780.0K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-19.05%

Shares325.0K

Event2026-03-31

Filed2026-05-15

LOAR

LOAR HOLDINGS INC

-35.39%

Shares584.1K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

-19.40%

Shares55.8K

Event2026-03-31

Filed2026-05-15

CHYM

CHIME FINL INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available