Spyglass Capital Management LLC Top Holdings and 13F Report (2025) About Spyglass Capital Management LLCInvestment ActivitySpyglass Capital Management LLC has $1.78 billion in total holdings as of December 31, 2024.Spyglass Capital Management LLC owns shares of 25 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 17.38% of the portfolio was purchased this quarter.About 22.49% of the portfolio was sold this quarter.This quarter, Spyglass Capital Management LLC has purchased 25 new stocks and bought additional shares in 15 stocks.Spyglass Capital Management LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Affirm $103,652,044APPLOVIN CORP $102,026,204Shift4 Payments $101,897,327DOORDASH INC $91,631,592Snowflake $89,099,820 Largest New Holdings this Quarter Illumina $71,854,989 HoldingCyberArk Software $38,719,026 Holding Largest Purchases this Quarter Illumina 537,716 shares (about $71.85M)Medpace 120,778 shares (about $40.13M)CyberArk Software 116,221 shares (about $38.72M)CoStar Group 392,603 shares (about $28.11M)Shift4 Payments 181,539 shares (about $18.84M) Largest Sales this Quarter APPLOVIN CORP 503,048 shares (about $162.90M)Affirm 646,091 shares (about $39.35M)ASTERA LABS INC 280,809 shares (about $37.19M)GoDaddy 86,609 shares (about $17.09M)DUOLINGO INC 25,386 shares (about $8.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpyglass Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAFRMAffirm$103,652,044$39,346,942 ▼-27.5%1,702,0045.8%Business ServicesAPPLOVIN CORP$102,026,204$162,902,034 ▼-61.5%315,0615.7%COM CL AFOURShift4 Payments$101,897,327$18,840,117 ▲22.7%981,8595.7%Business ServicesDOORDASH INC$91,631,592$1,166,701 ▼-1.3%546,2395.2%CL ASNOWSnowflake$89,099,820$4,506,610 ▲5.3%577,0345.0%Computer and TechnologyCSGPCoStar Group$87,454,845$28,106,449 ▲47.4%1,221,6074.9%Computer and TechnologyMEDPMedpace$87,263,532$40,126,075 ▲85.1%262,6604.9%MedicalEXASExact Sciences$86,500,909$7,998,253 ▲10.2%1,539,4364.9%MedicalGLBEGlobal-E Online$81,104,378$5,162,028 ▲6.8%1,487,3354.6%Retail/WholesalePCORProcore Technologies$78,538,179$8,411,492 ▲12.0%1,048,1544.4%Computer and TechnologyAPGAPi Group$74,459,375$8,483,596 ▲12.9%2,070,0414.2%Business ServicesHUBSHubSpot$74,241,540$9,213,390 ▲14.2%106,5514.2%Computer and TechnologySGSweetgreen$73,638,422$7,895,833 ▲12.0%2,296,8944.1%Retail/WholesaleILMNIllumina$71,854,989$71,854,989 ▲New Holding537,7164.0%MedicalVEEVVeeva Systems$64,715,160$17,589,094 ▲37.3%307,8013.6%MedicalACVAACV Auctions$62,998,258$6,530,566 ▲11.6%2,916,5863.5%Retail/WholesaleWSCWillScot Mobile Mini$61,188,245$17,643,704 ▲40.5%1,829,2453.4%FinanceASTERA LABS INC$60,306,074$37,193,152 ▼-38.1%455,3123.4%COMMDBMongoDB$58,128,699$3,192,291 ▲5.8%249,6833.3%Computer and TechnologyKNSLKinsale Capital Group$55,766,761$14,673,456 ▲35.7%119,8953.1%FinanceGDDYGoDaddy$52,818,975$17,094,018 ▼-24.5%267,6143.0%Computer and TechnologyFNDFloor & Decor$44,077,769$555,528 ▼-1.2%442,1042.5%Retail/WholesaleSPOTSpotify Technology$39,870,953$1,024,053 ▼-2.5%89,1212.2%Business ServicesCYBRCyberArk Software$38,719,026$38,719,026 ▲New Holding116,2212.2%Computer and TechnologyDUOLINGO INC$36,045,622$8,230,903 ▼-18.6%111,1732.0%CL A COMASNDAscendis Pharma A/S$0$97,475,690 ▼-100.0%00.0%MedicalTDGTransDigm Group$0$34,829,108 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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