SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DASH | 162K | $43.98M |
 | MEDP | 151K | $77.58M |
 | KNSL | 143K | $60.98M |
 | CDNS | 116K | $40.74M |
 | FICO | 28K | $41.41M |
DoorDash, Inc.
DASH
Shares Held
162K
Value
$43.98M
Medpace Holdings, Inc.
MEDP
Shares Held
151K
Value
$77.58M
Kinsale Capital Group, Inc.
KNSL
Shares Held
143K
Value
$60.98M
Cadence Design Systems, Inc.
CDNS
Shares Held
116K
Value
$40.74M
Fair Isaac Corporation
FICO
Shares Held
28K
Value
$41.41M