Spyglass Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Spyglass Capital Management LLC | Institutional Filer | ▼ 33.53% | $1.33B | 24 |
Current Portfolio Holdings
Showing all 24 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IOT | Samsara Inc. | Technology | 2.9M | $93.4M | 7.03% |
| 2 | HUBS | HubSpot, Inc. | Technology | 314K | $76.6M | 5.77% |
| 3 | FOUR | Shift4 Payments, Inc. | Technology | 1.8M | $76.6M | 5.76% |
| 4 | AFRM | Affirm Holdings, Inc. | Technology | 1.7M | $76.2M | 5.73% |
| 5 | AAON | AAON, Inc. | Industrials | 859K | $71.1M | 5.35% |
| 6 | APP | AppLovin Corporation | Technology | 167K | $66.3M | 4.99% |
| 7 | CDNS | Cadence Design Systems, Inc. | Technology | 233K | $64.8M | 4.88% |
| 8 | MDB | MongoDB, Inc. | Technology | 253K | $62.0M | 4.67% |
| 9 | FICO | Fair Isaac Corporation | Technology | 56K | $60.2M | 4.53% |
| 10 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 1.9M | $59.8M | 4.50% |
| 11 | PCOR | Procore Technologies, Inc. | Technology | 1.0M | $57.3M | 4.31% |
| 12 | CRDO | Credo Technology Group Holding Ltd | Technology | 592K | $55.6M | 4.18% |
| 13 | SNOW | Snowflake Inc. | Technology | 352K | $53.1M | 4.00% |
| 14 | CVNA | Carvana Co. | Consumer Cyclical | 167K | $52.6M | 3.96% |
| 15 | APG | APi Group Corporation | Industrials | 1.3M | $51.5M | 3.88% |
Showing 1 to 15 of 24 holdings