Spyglass Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.0B
Holdings
25
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDBMONGODB INC | 265,263 | $111.3M | 5.57% | |
| 2 | AFRMAFFIRM HLDGS INC | 1,443,580 | $107.4M | 5.38% | |
| 3 | FOURSHIFT4 PMTS INC | 1,697,920 | $106.9M | 5.35% | |
| 4 | HUBSHUBSPOT INC | 264,929 | $106.3M | 5.32% | |
| 5 | CSGPCOSTAR GROUP INC | 1,578,449 | $106.1M | 5.31% | |
| 6 | GLBEGLOBAL E ONLINE LTD | 2,683,313 | $105.5M | 5.28% | |
| 7 | AAONAAON INC | 1,198,921 | $91.4M | 4.57% | |
| 8 | ASNDASCENDIS PHARMA A/S | 415,549 | $88.6M | 4.43% | |
| 9 | APGAPI GROUP CORP | 2,288,558 | $87.6M | 4.38% | |
| 10 | CDNSCADENCE DESIGN SYSTEM INC | 271,492 | $84.9M | 4.25% | |
| 11 | FICOFAIR ISAAC CORP | 49,539 | $83.8M | 4.19% | |
| 12 | IOTSAMSARA INC | 2,346,995 | $83.2M | 4.16% | |
| 13 | APPAPPLOVIN CORP | 120,638 | $81.3M | 4.07% | |
| 14 | PCORPROCORE TECHNOLOGIES INC | 1,081,343 | $78.7M | 3.94% | |
| 15 | KNSLKINSALE CAP GROUP INC | 197,186 | $77.1M | 3.86% | |
| 16 | CVNACARVANA CO | 180,668 | $76.2M | 3.82% | |
| 17 | NCNONCINO INC | 2,909,880 | $74.6M | 3.73% | |
| 18 | SNOWSNOWFLAKE INC | 328,818 | $72.1M | 3.61% | |
| 19 | LOARLOAR HOLDINGS INC | 904,131 | $61.5M | 3.08% | |
| 20 | DASHDOORDASH INC | 270,570 | $61.3M | 3.07% | |
| 21 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 388,860 | $56.0M | 2.80% | |
| 22 | EXASEXACT SCIENCES CORP | 539,886 | $54.8M | 2.74% | |
| 23 | ILMNILLUMINA INC | 401,533 | $52.7M | 2.64% | |
| 24 | DUOLDUOLINGO INC | 286,873 | $50.3M | 2.52% | |
| 25 | MEDPMEDPACE HLDGS INC | 69,175 | $38.9M | 1.94% |