SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 2.91M | $74.61M |
 | GLBE | 2.68M | $105.48M |
 | IOT | 2.35M | $83.20M |
 | APG | 2.29M | $87.56M |
 | FOUR | 1.70M | $106.92M |
 | CSGP | 1.58M | $106.13M |
 | AFRM | 1.44M | $107.45M |
 | AAON | 1.20M | $91.42M |
 | PCOR | 1.08M | $78.66M |
 | LOAR | 904K | $61.48M |
 | EXAS | 540K | $54.83M |
 | ASND | 416K | $88.61M |
 | ILMN | 402K | $52.67M |
 | CRDO | 389K | $55.95M |
 | SNOW | 329K | $72.13M |
 | DUOL | 287K | $50.35M |
 | CDNS | 271K | $84.86M |
 | DASH | 271K | $61.28M |
 | MDB | 265K | $111.33M |
 | HUBS | 265K | $106.32M |
nCino, Inc.
NCNO
Shares Held
2.91M
Value
$74.61M
Global-e Online Ltd.
GLBE
Shares Held
2.68M
Value
$105.48M
Samsara Inc.
IOT
Shares Held
2.35M
Value
$83.20M
APi Group Corporation
APG
Shares Held
2.29M
Value
$87.56M
Shift4 Payments, Inc.
FOUR
Shares Held
1.70M
Value
$106.92M
CoStar Group, Inc.
CSGP
Shares Held
1.58M
Value
$106.13M
Affirm Holdings, Inc.
AFRM
Shares Held
1.44M
Value
$107.45M
AAON, Inc.
AAON
Shares Held
1.20M
Value
$91.42M
Procore Technologies, Inc.
PCOR
Shares Held
1.08M
Value
$78.66M
Loar Holdings Inc.
LOAR
Shares Held
904K
Value
$61.48M
Exact Sciences Corporation
EXAS
Shares Held
540K
Value
$54.83M
Ascendis Pharma A/S
ASND
Shares Held
416K
Value
$88.61M
Illumina, Inc.
ILMN
Shares Held
402K
Value
$52.67M
Credo Technology Group Holding Ltd
CRDO
Shares Held
389K
Value
$55.95M
Snowflake Inc.
SNOW
Shares Held
329K
Value
$72.13M
Duolingo, Inc.
DUOL
Shares Held
287K
Value
$50.35M
Cadence Design Systems, Inc.
CDNS
Shares Held
271K
Value
$84.86M
DoorDash, Inc.
DASH
Shares Held
271K
Value
$61.28M
MongoDB, Inc.
MDB
Shares Held
265K
Value
$111.33M
HubSpot, Inc.
HUBS
Shares Held
265K
Value
$106.32M