SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 3.09M | $46.22M |
 | IOT | 2.95M | $93.38M |
 | GLBE | 1.94M | $59.78M |
 | FOUR | 1.75M | $76.58M |
 | AFRM | 1.66M | $76.17M |
 | CHYM | 1.30M | $24.30M |
 | APG | 1.27M | $51.50M |
 | CSGP | 1.11M | $44.83M |
 | PCOR | 1.01M | $57.31M |
 | AAON | 859K | $71.07M |
 | RBLX | 780K | $44.12M |
 | CRDO | 592K | $55.57M |
 | LOAR | 584K | $33.46M |
 | SNOW | 352K | $53.13M |
 | ILMN | 325K | $40.07M |
 | HUBS | 314K | $76.63M |
 | DASH | 298K | $44.77M |
 | MDB | 253K | $61.97M |
 | CDNS | 233K | $64.84M |
 | CVNA | 167K | $52.62M |
nCino, Inc.
NCNO
Shares Held
3.09M
Value
$46.22M
Samsara Inc.
IOT
Shares Held
2.95M
Value
$93.38M
Global-e Online Ltd.
GLBE
Shares Held
1.94M
Value
$59.78M
Shift4 Payments, Inc.
FOUR
Shares Held
1.75M
Value
$76.58M
Affirm Holdings, Inc.
AFRM
Shares Held
1.66M
Value
$76.17M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.30M
Value
$24.30M
APi Group Corporation
APG
Shares Held
1.27M
Value
$51.50M
CoStar Group, Inc.
CSGP
Shares Held
1.11M
Value
$44.83M
Procore Technologies, Inc.
PCOR
Shares Held
1.01M
Value
$57.31M
AAON, Inc.
AAON
Shares Held
859K
Value
$71.07M
Roblox Corporation
RBLX
Shares Held
780K
Value
$44.12M
Credo Technology Group Holding Ltd
CRDO
Shares Held
592K
Value
$55.57M
Loar Holdings Inc.
LOAR
Shares Held
584K
Value
$33.46M
Snowflake Inc.
SNOW
Shares Held
352K
Value
$53.13M
Illumina, Inc.
ILMN
Shares Held
325K
Value
$40.07M
HubSpot, Inc.
HUBS
Shares Held
314K
Value
$76.63M
DoorDash, Inc.
DASH
Shares Held
298K
Value
$44.77M
MongoDB, Inc.
MDB
Shares Held
253K
Value
$61.97M
Cadence Design Systems, Inc.
CDNS
Shares Held
233K
Value
$64.84M
Carvana Co.
CVNA
Shares Held
167K
Value
$52.62M