Stock Taper 
SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fair Isaac Corporation | FICO | 74.95K | $89.55M |
 MKS Inc. | MKSI | 118.53K | $52.72M |
 Medpace Holdings, Inc. | MEDP | 120.36K | $63.74M |
 Cadence Design Systems, Inc. | CDNS | 157.34K | $59.05M |
 AppLovin Corporation | APP | 191.03K | $98.42M |
 Ascendis Pharma A/S | ASND | 215.4K | $57.45M |
 MongoDB, Inc. | MDB | 223.23K | $74.98M |
 Snowflake Inc. | SNOW | 330.01K | $83.99M |
 HubSpot, Inc. | HUBS | 371.37K | $67.78M |
 DoorDash, Inc. | DASH | 398.48K | $73.53M |
 Credo Technology Group Holding Ltd | CRDO | 401.5K | $109.19M |
 Illumina, Inc. | ILMN | 458.77K | $80.67M |
 Loar Holdings Inc. | LOAR | 611.66K | $49.31M |
 Forgent Power Solutions, Inc. | FPS | 705.36K | $39.4M |
 AAON, Inc. | AAON | 776.63K | $98.52M |
 Carvana Co. | CVNA | 992.63K | $65.34M |
 Procore Technologies, Inc. | PCOR | 1.05M | $42.77M |
 APi Group Corporation | APG | 1.16M | $49.24M |
 Affirm Holdings, Inc. | AFRM | 1.54M | $125.41M |
 Shift4 Payments, Inc. | FOUR | 1.83M | $89.2M |