13F HOLDINGS REPORT
Spyglass Capital Management LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003124
Total Value
$1.70B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AFFIRM HLDGS INC | AFRM | 1,740,283 | $120.3M | 7.10% |
| 2 | SNOWFLAKE INC | SNOW | 500,260 | $111.9M | 6.60% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 1,027,983 | $101.9M | 6.01% |
| 4 | APPLOVIN CORP | APP | 255,187 | $89.3M | 5.27% |
| 5 | API GROUP CORP | APG | 2,524,696 | $85.9M | 5.07% |
| 6 | ROBINHOOD MKTS INC | 770700102 | 916,631 | $85.8M | 5.06% |
| 7 | MONGODB INC | MDB | 345,127 | $72.5M | 4.27% |
| 8 | EXACT SCIENCES CORP | 30063P105 | 1,358,663 | $72.2M | 4.26% |
| 9 | KINSALE CAP GROUP INC | 49714P108 | 145,612 | $70.5M | 4.16% |
| 10 | MEDPACE HLDGS INC | MEDP | 224,471 | $70.5M | 4.16% |
| 11 | ILLUMINA INC | ILMN | 698,565 | $66.7M | 3.93% |
| 12 | ASTERA LABS INC | ALAB | 734,570 | $66.4M | 3.92% |
| 13 | COSTAR GROUP INC | CSGP | 803,282 | $64.6M | 3.81% |
| 14 | PROCORE TECHNOLOGIES INC | PCOR | 898,098 | $61.4M | 3.62% |
| 15 | VEEVA SYS INC | VEEV | 205,120 | $59.1M | 3.48% |
| 16 | DOORDASH INC | DASH | 235,611 | $58.1M | 3.43% |
| 17 | SWEETGREEN INC | SG | 3,899,813 | $58.0M | 3.42% |
| 18 | GLOBAL E ONLINE LTD | GLBE | 1,658,211 | $55.6M | 3.28% |
| 19 | CYBERARK SOFTWARE LTD | M2682V108 | 129,248 | $52.6M | 3.10% |
| 20 | AAON INC | AAON | 712,356 | $52.5M | 3.10% |
| 21 | ACV AUCTIONS INC | ACVA | 3,157,130 | $51.2M | 3.02% |
| 22 | HUBSPOT INC | HUBS | 91,780 | $51.1M | 3.01% |
| 23 | NCINO INC | NCNO | 1,579,924 | $44.2M | 2.61% |
| 24 | CADENCE DESIGN SYSTEM INC | CDNS | 128,535 | $39.6M | 2.34% |
| 25 | DUOLINGO INC | DUOL | 81,949 | $33.6M | 1.98% |