Stock Taper 
SPYGLASS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AppLovin Corporation | APP | 191.03K | $98.42M |
 Cadence Design Systems, Inc. | CDNS | 157.34K | $59.05M |
 Medpace Holdings, Inc. | MEDP | 120.36K | $63.74M |
 MKS Inc. | MKSI | 118.53K | $52.72M |
 Fair Isaac Corporation | FICO | 74.95K | $89.55M |