Spyglass Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.5T
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFRMAFFIRM HLDGS INC | 1,902,425 | $86.0B | 5.90% | |
| 2 | SGSWEETGREEN INC | 3,386,170 | $84.7B | 5.82% | |
| 3 | FOURSHIFT4 PMTS INC | 1,002,330 | $81.9B | 5.62% | |
| 4 | SNOWSNOWFLAKE INC | 557,726 | $81.5B | 5.60% | |
| 5 | APPAPPLOVIN CORP | 302,224 | $80.1B | 5.50% | |
| 6 | MEDPMEDPACE HLDGS INC | 242,146 | $73.8B | 5.07% | |
| 7 | KNSLKINSALE CAP GROUP INC | 151,421 | $73.7B | 5.06% | |
| 8 | APGAPI GROUP CORP | 2,000,741 | $71.5B | 4.91% | |
| 9 | EXASEXACT SCIENCES CORP | 1,576,634 | $68.3B | 4.69% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 933,887 | $61.7B | 4.23% | |
| 11 | HOODROBINHOOD MKTS INC | 1,321,608 | $55.0B | 3.78% | |
| 12 | ALABASTERA LABS INC | 907,949 | $54.2B | 3.72% | |
| 13 | VEEVVEEVA SYS INC | 227,297 | $52.6B | 3.61% | |
| 14 | HUBSHUBSPOT INC | 91,150 | $52.1B | 3.57% | |
| 15 | GLBEGLOBAL E ONLINE LTD | 1,437,501 | $51.2B | 3.52% | |
| 16 | AAONAAON INC | 620,895 | $48.5B | 3.33% | |
| 17 | WSCWILLSCOT HLDGS CORP | 1,723,601 | $47.9B | 3.29% | |
| 18 | MDBMONGODB INC | 269,595 | $47.3B | 3.25% | |
| 19 | DASHDOORDASH INC | 245,112 | $44.8B | 3.08% | |
| 20 | ILMNILLUMINA INC | 559,057 | $44.4B | 3.05% | |
| 21 | ACVAACV AUCTIONS INC | 3,117,628 | $43.9B | 3.02% | |
| 22 | CYBRCYBERARK SOFTWARE LTD | 124,511 | $42.1B | 2.89% | |
| 23 | CSGPCOSTAR GROUP INC | 495,858 | $39.3B | 2.70% | |
| 24 | FICOFAIR ISAAC CORP | 20,782 | $38.3B | 2.63% | |
| 25 | GDDYGODADDY INC | 176,722 | $31.8B | 2.19% |