13F-HR filed by Spyglass Capital Management LLC
Spyglass Capital Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 25 holding rows worth $1,695,539,182.
- Accession
- 0001172661-25-003124
- Filer
- CIK 1654344
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 25 entries on the cover page, a total value of $1,695,539,182 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,695,539,182 with VALUE read as dollars as filed, 13F file number 028-19348. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,740,283 | $120,323,167 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 500,260 | $111,943,180 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 1,027,983 | $101,883,395 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 255,187 | $89,335,865 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 2,524,696 | $85,924,450 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 916,631 | $85,824,161 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 345,127 | $72,473,219 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 1,358,663 | $72,199,352 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 145,612 | $70,461,647 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 224,471 | $70,452,468 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 698,565 | $66,650,087 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 734,570 | $66,419,819 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 803,282 | $64,583,873 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 898,098 | $61,447,865 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 205,120 | $59,070,458 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 235,611 | $58,080,468 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 3,899,813 | $58,029,217 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 1,658,211 | $55,616,397 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 129,248 | $52,588,426 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 712,356 | $52,536,255 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 3,157,130 | $51,208,649 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 91,780 | $51,087,501 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 1,579,924 | $44,190,474 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 128,535 | $39,608,060 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 81,949 | $33,600,729 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003124 | this filing | 2025-08-13 | acceptance time not in the bulk data set |