StockDriftsStockDriftsTop 24 Spyglass Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IOT | SAMSARA INC | 7.03% | 2.95M | $93.4M | +25.55%(+599.65K) | $37.40(-20.96%) | 2026-03-31 | |
| HUBS | HUBSPOT INC | 5.77% | 313.9K | $76.6M | +18.49%(+48.99K) | $482.79(-58.91%) | 2026-03-31 | |
| FOUR | SHIFT4 PMTS INC | 5.76% | 1.75M | $76.6M | +3.13%(+53.22K) | $72.33(-41.90%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 5.73% | 1.66M | $76.2M | +15.15%(+218.75K) | $59.80(+10.07%) | 2026-03-31 | |
| AAON | AAON INC | 5.35% | 858.8K | $71.1M | -28.37%(-340.08K) | $90.56(+49.62%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 4.99% | 166.6K | $66.3M | +38.06%(+45.92K) | $200.33(+150.09%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 4.88% | 233.3K | $64.8M | -14.05%(-38.15K) | $310.78(+11.73%) | 2026-03-31 | |
| MDB | MONGODB INC | 4.67% | 253.2K | $62.0M | -4.56%(-12.09K) | $262.12(+19.09%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 4.53% | 56.4K | $60.2M | +13.75%(+6.81K) | $1695.53(-35.21%) | 2026-03-31 | |
| GLBE | GLOBAL E ONLINE LTD | 4.5% | 1.94M | $59.8M | -27.78%(-745.54K) | $33.55(-16.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.03% | +72.93% |
| Top 20 Holdings Unweighted | +16.54% | +58.28% |
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