Spyglass Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.9T
Holdings
25
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 175,917 | $126.4B | 6.74% | |
| 2 | EXASEXACT SCIENCES CORP | 2,125,435 | $116.3B | 6.20% | |
| 3 | MDBMONGODB INC | 339,723 | $105.4B | 5.62% | |
| 4 | HUBSHUBSPOT INC | 225,229 | $105.4B | 5.62% | |
| 5 | AAONAAON INC | 1,068,859 | $99.9B | 5.33% | |
| 6 | GLBEGLOBAL E ONLINE LTD | 2,703,171 | $96.7B | 5.16% | |
| 7 | FOURSHIFT4 PMTS INC | 1,242,213 | $96.1B | 5.13% | |
| 8 | DUOLDUOLINGO INC | 268,726 | $86.5B | 4.61% | |
| 9 | CSGPCOSTAR GROUP INC | 1,002,717 | $84.6B | 4.51% | |
| 10 | SNOWSNOWFLAKE INC | 374,509 | $84.5B | 4.50% | |
| 11 | IOTSAMSARA INC | 2,200,165 | $82.0B | 4.37% | |
| 12 | APGAPI GROUP CORP | 2,261,685 | $77.7B | 4.15% | |
| 13 | MEDPMEDPACE HLDGS INC | 150,882 | $77.6B | 4.14% | |
| 14 | ASNDASCENDIS PHARMA A/S | 388,647 | $77.3B | 4.12% | |
| 15 | AFRMAFFIRM HLDGS INC | 1,003,823 | $73.4B | 3.91% | |
| 16 | PCORPROCORE TECHNOLOGIES INC | 943,888 | $68.8B | 3.67% | |
| 17 | LOARLOAR HOLDINGS INC | 849,069 | $67.9B | 3.62% | |
| 18 | KNSLKINSALE CAP GROUP INC | 143,385 | $61.0B | 3.25% | |
| 19 | NCNONCINO INC | 2,149,090 | $58.3B | 3.11% | |
| 20 | DASHDOORDASH INC | 161,702 | $44.0B | 2.35% | |
| 21 | FICOFAIR ISAAC CORP | 27,673 | $41.4B | 2.21% | |
| 22 | CDNSCADENCE DESIGN SYSTEM INC | 115,969 | $40.7B | 2.17% | |
| 23 | ILMNILLUMINA INC | 422,150 | $40.1B | 2.14% | |
| 24 | SGSWEETGREEN INC | 4,056,570 | $32.4B | 1.73% | |
| 25 | ACVAACV AUCTIONS INC | 3,113,017 | $30.8B | 1.65% |