SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SG | 4.06M | $32.37M |
 | ACVA | 3.11M | $30.85M |
 | GLBE | 2.70M | $96.67M |
 | APG | 2.26M | $77.73M |
 | IOT | 2.20M | $81.96M |
 | NCNO | 2.15M | $58.26M |
 | EXAS | 2.13M | $116.28M |
 | FOUR | 1.24M | $96.15M |
 | AAON | 1.07M | $99.87M |
 | AFRM | 1.00M | $73.36M |
 | CSGP | 1.00M | $84.60M |
 | PCOR | 944K | $68.83M |
 | LOAR | 849K | $67.93M |
 | ILMN | 422K | $40.09M |
 | ASND | 389K | $77.27M |
 | SNOW | 375K | $84.47M |
 | MDB | 340K | $105.44M |
 | DUOL | 269K | $86.49M |
 | HUBS | 225K | $105.36M |
 | APP | 176K | $126.40M |
Sweetgreen, Inc.
SG
Shares Held
4.06M
Value
$32.37M
ACV Auctions Inc.
ACVA
Shares Held
3.11M
Value
$30.85M
Global-e Online Ltd.
GLBE
Shares Held
2.70M
Value
$96.67M
APi Group Corporation
APG
Shares Held
2.26M
Value
$77.73M
Samsara Inc.
IOT
Shares Held
2.20M
Value
$81.96M
nCino, Inc.
NCNO
Shares Held
2.15M
Value
$58.26M
Exact Sciences Corporation
EXAS
Shares Held
2.13M
Value
$116.28M
Shift4 Payments, Inc.
FOUR
Shares Held
1.24M
Value
$96.15M
AAON, Inc.
AAON
Shares Held
1.07M
Value
$99.87M
Affirm Holdings, Inc.
AFRM
Shares Held
1.00M
Value
$73.36M
CoStar Group, Inc.
CSGP
Shares Held
1.00M
Value
$84.60M
Procore Technologies, Inc.
PCOR
Shares Held
944K
Value
$68.83M
Loar Holdings Inc.
LOAR
Shares Held
849K
Value
$67.93M
Illumina, Inc.
ILMN
Shares Held
422K
Value
$40.09M
Ascendis Pharma A/S
ASND
Shares Held
389K
Value
$77.27M
Snowflake Inc.
SNOW
Shares Held
375K
Value
$84.47M
MongoDB, Inc.
MDB
Shares Held
340K
Value
$105.44M
Duolingo, Inc.
DUOL
Shares Held
269K
Value
$86.49M
HubSpot, Inc.
HUBS
Shares Held
225K
Value
$105.36M
AppLovin Corporation
APP
Shares Held
176K
Value
$126.40M