StockDriftsStockDriftsTop 24 Spyglass Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | 6.79% | 1.54M | $125.4M | -7.49%(-124.48K) | $59.80(+25.69%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 5.91% | 401.5K | $109.2M | -32.18%(-190.49K) | $135.87(+91.27%) | 2026-06-30 | |
| IOT | SAMSARA INC | 5.42% | 3.09M | $100.1M | +4.72%(+139.01K) | $37.14(+7.15%) | 2026-06-30 | |
| AAON | AAON INC | 5.33% | 776.6K | $98.5M | -9.57%(-82.21K) | $90.56(-3.04%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 5.33% | 191.0K | $98.4M | +14.69%(+24.47K) | $231.50(+34.89%) | 2026-06-30 | |
| FICO | FAIR ISAAC CORP | 4.85% | 74.9K | $89.5M | +33.00%(+18.60K) | $1553.05(-30.09%) | 2026-06-30 | |
| FOUR | SHIFT4 PMTS INC | 4.83% | 1.83M | $89.2M | +4.72%(+82.66K) | $71.15(-36.23%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 4.55% | 330.0K | $84.0M | -6.32%(-22.26K) | $163.14(+102.81%) | 2026-06-30 | |
| ILMN | ILLUMINA INC | 4.37% | 458.8K | $80.7M | +41.14%(+133.72K) | $129.95(+46.90%) | 2026-06-30 | |
| CSGP | COSTAR GROUP INC | 4.13% | 2.69M | $76.3M | +142.50%(+1.58M) | $52.89(-38.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.53% | +97.79% | +3.67% | +19.72% |
| Top 20 Holdings Unweighted | +21.52% | +79.45% | +2.37% | +12.41% |
Spyglass Capital Management LLC reports $1.85B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are AFRM (6.8%), CRDO (5.9%) and IOT (5.4%). The top 20 holdings account for 87.13% of reported assets. Its disclosed equity book has returned +97.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spyglass Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1654344). View Spyglass Capital Management LLC’s 13F filings on SEC