SC

Spyglass Capital Management LLC

13F
Spyglass Capital Management LLC
Last update 2025-05-15 25 Stocks (3 new)
Value $1.46 Bil Turnover 16 %
Countries:
Top Holdings: AFRM(5.90%)SG(5.82%)FOUR(5.62%)SNOW(5.60%)APP(5.50%)
Summary Stock Picks Current Portfolio
Spyglass Capital Management LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AFRM 		Affirm Holdings Inc
1,902,425
85,970.6
+11.78%
5.900
+0.62%
0.590
-11.15%
-9.75%
17,730.1
Software
SG 		Sweetgreen Inc
3,386,170
84,722.0
+47.42%
5.820
+1.87%
2.880
-34.84%
-56.02%
1,659.3
Restaurants
FOUR 		Shift4 Payments Inc
1,002,330
81,900.4
+2.08%
5.620
+0.11%
1.460
-1.07%
-8.29%
6,550.2
Software
SNOW 		Snowflake Inc
557,726
81,517.2
-3.35%
5.600
-0.17%
0.170
+20.44%
+35.45%
69,784.6
Software
APP 		AppLovin Corp
302,224
80,080.3
-4.07%
5.500
-0.23%
0.090
+18.13%
+23.06%
134,850.5
Media - Diversified
MEDP 		Medpace Holdings Inc
242,146
73,779.5
-7.81%
5.070
-0.38%
0.840
-4.10%
-7.87%
8,796.9
Medical Diagnostics & Research
KNSL 		Kinsale Capital Group Inc
151,421
73,698.1
+26.29%
5.060
+1.05%
0.650
+10.12%
+1.98%
11,049.4
Insurance
APG 		APi Group Corp
2,000,741
71,546.5
-3.35%
4.910
-0.14%
0.720
+27.19%
+32.25%
13,169.3
Construction
EXAS 		Exact Sciences Corp
1,576,634
68,252.5
+2.42%
4.690
+0.11%
0.840
+15.33%
-2.40%
10,344.9
Medical Diagnostics & Research
PCOR 		Procore Technologies Inc
933,887
61,655.2
-10.90%
4.230
-0.48%
0.630
-9.32%
-10.13%
10,045.1
Software

Spyglass Capital Management LLC's Historical Top Holdings Breakdowns

Spyglass Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HOOD 		Robinhood Markets Inc2025-03-31New Buy
+3.78%
●
35.63 ($47.54) 65.28
$71.72
50.86%
New holding
1,321,608
1,321,608
AAON 		AAON Inc2025-03-31New Buy
+3.33%
●
73.52 ($103.13) 136.95
$95.56
-7.34%
New holding
620,895
620,895
CSGP 		CoStar Group Inc2025-03-31Reduce
-2.92%
●
69.29 ($76.08) 80.37
$75.69
-0.51%
Reduce -59.41%
495,858
-725,749
DASH 		DoorDash Inc2025-03-31Reduce
-2.84%
●
168.37 ($188.06) 213.38
$213.70
13.63%
Reduce -55.13%
245,112
-301,127
FICO 		Fair Isaac Corp2025-03-31New Buy
+2.63%
●
1695.35 ($1851.88) 2030.47
$1,741.55
-5.96%
New holding
20,782
20,782
FND 		Floor & Decor Holdings Inc2025-03-31Sold Out
-2.48%
●
80.4 ($94.46) 106.49
$73.08
-22.63%
Sold Out
0
-442,104
SPOT 		Spotify Technology SA2025-03-31Sold Out
-2.24%
●
457.79 ($558.87) 648.32
$671.07
20.08%
Sold Out
0
-89,121
DUOL 		Duolingo Inc2025-03-31Sold Out
-2.03%
●
272.49 ($342.01) 441.39
$513.37
50.10%
Sold Out
0
-111,173
SG 		Sweetgreen Inc2025-03-31Add
+1.87%
●
21.47 ($27.6) 34.94
$14.10
-48.91%
Add 47.42%
3,386,170
1,089,276
ALAB 		Astera Labs Inc2025-03-31Add
+1.85%
●
59.67 ($92.51) 143.64
$95.09
2.79%
Add 99.41%
907,949
452,637

Spyglass Capital Management LLC Total Holding History ($B)

To

Spyglass Capital Management LLC's Asset Allocation

To

Spyglass Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Spyglass Capital Management LLC's Hypothetical Growth since 2025-03-31

Spyglass Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Spyglass Capital Management LLC's Holdings Heat Map

Size field:

Spyglass Capital Management LLC's Holdings Bubble Chart

Spyglass Capital Management LLC News

  • 1

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