13F HOLDINGS REPORT
Spyglass Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004841
Total Value
$1.88B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 175,917 | $126.4M | 6.74% |
| 2 | EXACT SCIENCES CORP | 30063P105 | 2,125,435 | $116.3M | 6.20% |
| 3 | MONGODB INC | MDB | 339,723 | $105.4M | 5.62% |
| 4 | HUBSPOT INC | HUBS | 225,229 | $105.4M | 5.62% |
| 5 | AAON INC | AAON | 1,068,859 | $99.9M | 5.33% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 2,703,171 | $96.7M | 5.16% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 1,242,213 | $96.1M | 5.13% |
| 8 | DUOLINGO INC | DUOL | 268,726 | $86.5M | 4.61% |
| 9 | COSTAR GROUP INC | CSGP | 1,002,717 | $84.6M | 4.51% |
| 10 | SNOWFLAKE INC | SNOW | 374,509 | $84.5M | 4.50% |
| 11 | SAMSARA INC | IOT | 2,200,165 | $82.0M | 4.37% |
| 12 | API GROUP CORP | APG | 2,261,685 | $77.7M | 4.15% |
| 13 | MEDPACE HLDGS INC | MEDP | 150,882 | $77.6M | 4.14% |
| 14 | ASCENDIS PHARMA A/S | ASND | 388,647 | $77.3M | 4.12% |
| 15 | AFFIRM HLDGS INC | AFRM | 1,003,823 | $73.4M | 3.91% |
| 16 | PROCORE TECHNOLOGIES INC | PCOR | 943,888 | $68.8M | 3.67% |
| 17 | LOAR HOLDINGS INC | LOAR | 849,069 | $67.9M | 3.62% |
| 18 | KINSALE CAP GROUP INC | 49714P108 | 143,385 | $61.0M | 3.25% |
| 19 | NCINO INC | NCNO | 2,149,090 | $58.3M | 3.11% |
| 20 | DOORDASH INC | DASH | 161,702 | $44.0M | 2.35% |
| 21 | FAIR ISAAC CORP | FICO | 27,673 | $41.4M | 2.21% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 115,969 | $40.7M | 2.17% |
| 23 | ILLUMINA INC | ILMN | 422,150 | $40.1M | 2.14% |
| 24 | SWEETGREEN INC | SG | 4,056,570 | $32.4M | 1.73% |
| 25 | ACV AUCTIONS INC | ACVA | 3,113,017 | $30.8M | 1.65% |