13F-HR filed by Spyglass Capital Management LLC
Spyglass Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 24 holding rows worth $1,328,339,848.
- Accession
- 0001172661-26-002107
- Filer
- CIK 1654344
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 24 entries on the cover page, a total value of $1,328,339,848 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,328,339,848 with VALUE read as dollars as filed, 13F file number 028-19348. A later restatement replaced it, so the quarter does not use it. 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 |
|---|---|---|---|---|---|---|
| SAMSARA INC COM CL A | 79589L106 | Stock | 2,946,646 | $93,379,212 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 313,922 | $76,628,360 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 1,751,140 | $76,577,352 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 1,662,325 | $76,167,732 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 858,840 | $71,069,010 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 166,557 | $66,289,686 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 233,347 | $64,840,131 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 253,174 | $61,969,400 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 56,350 | $60,155,879 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 1,937,769 | $59,780,174 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 1,005,371 | $57,306,147 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 591,990 | $55,570,101 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 352,268 | $53,129,060 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 167,391 | $52,624,383 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 1,271,099 | $51,504,931 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 137,029 | $46,817,328 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 3,085,237 | $46,216,850 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 1,111,224 | $44,826,776 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 298,176 | $44,771,126 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 779,991 | $44,116,291 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 325,049 | $40,065,540 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 584,133 | $33,464,980 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 55,755 | $26,772,993 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 1,297,192 | $24,296,406 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002107 | this filing | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001172661-26-002427 | base | 2026-05-18 | acceptance time not in the bulk data set |