The Analysis of Spyglass Capital Management LLC's Holdings
Currently, Spyglass Capital Management LLC holds 25 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in CVNA (+180.7K shares, valued at $76.2M), CRDO (+388.9K shares, valued at $56.0M), CDNS (+155.5K shares, valued at $48.6M); decreased their positions in EXAS (-1.6M shares, valued at $161.0M), MEDP (-81.7K shares, valued at $45.9M), APP (-55.3K shares, valued at $37.2M); initiated new positions in CVNA (+180.7K shares, valued at $76.2M), CRDO (+388.9K shares, valued at $56.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MDB MONGODB INC265.3K shares-21.92%2025-12-312026-02-17
AFRM AFFIRM HLDGS INC1.4M shares43.81%2025-12-312026-02-17 FOUR SHIFT4 PMTS INC1.7M shares36.69%2025-12-312026-02-17 HUBS HUBSPOT INC264.9K shares17.63%2025-12-312026-02-17 CSGP COSTAR GROUP INC1.6M shares57.42%2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD2.7M shares-0.73%2025-12-312026-02-17 AAON AAON INC1.2M shares12.17%2025-12-312026-02-17 ASND ASCENDIS PHARMA A/S415.5K shares6.92%2025-12-312026-02-17 APG API GROUP CORP2.3M shares1.19%2025-12-312026-02-17 CDNS CADENCE DESIGN SYSTEM INC271.5K shares134.11%2025-12-312026-02-17 FICO FAIR ISAAC CORP49.5K shares79.02%2025-12-312026-02-17 IOT SAMSARA INC2.3M shares6.67%2025-12-312026-02-17 APP APPLOVIN CORP120.6K shares-31.42%2025-12-312026-02-17 PCOR PROCORE TECHNOLOGIES INC1.1M shares14.56%2025-12-312026-02-17 KNSL KINSALE CAP GROUP INC197.2K shares37.52%2025-12-312026-02-17 CVNA CARVANA CO180.7K sharesnew addition2025-12-312026-02-17 NCNO NCINO INC2.9M shares35.40%2025-12-312026-02-17 SNOW SNOWFLAKE INC328.8K shares-12.20%2025-12-312026-02-17 LOAR LOAR HOLDINGS INC904.1K shares6.48%2025-12-312026-02-17 DASH DOORDASH INC270.6K shares67.33%2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI388.9K sharesnew addition2025-12-312026-02-17 EXAS EXACT SCIENCES CORP539.9K shares-74.60%2025-12-312026-02-17 ILMN ILLUMINA INC401.5K shares-4.88%2025-12-312026-02-17 DUOL DUOLINGO INC286.9K shares6.75%2025-12-312026-02-17 MEDP MEDPACE HLDGS INC69.2K shares-54.15%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available