Spyglass Capital Management LLC: 13F holdings
CIK 16543442026Q2
| Positions | 25 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 25 (+0 vs prior quarter) |
|---|
| Reported value | $1.8bn (+30.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AFRM AFFIRM HLDGS INC | 1,537,840 | $125.4m | 6.8% |
| CREDO TECHNOLOGY GROUP HOLDI | 401,503 | $109.2m | 5.9% |
| IOT SAMSARA INC | 3,085,655 | $100.1m | 5.4% |
| AAON AAON INC | 776,629 | $98.5m | 5.3% |
| APP APPLOVIN CORP | 191,028 | $98.4m | 5.3% |
| FICO FAIR ISAAC CORP | 74,948 | $89.5m | 4.8% |
| FOUR SHIFT4 PMTS INC | 1,833,803 | $89.2m | 4.8% |
| SNOW SNOWFLAKE INC | 330,011 | $84.0m | 4.5% |
| ILMN ILLUMINA INC | 458,767 | $80.7m | 4.4% |
| CSGP COSTAR GROUP INC | 2,694,697 | $76.3m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1654344")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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