Spyglass Capital Management LLC — 13F holdings

Spyglass Capital Management LLC reported 25 holdings worth $1.85B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AFRM AFFIRM HLDGS INC — $125M (6.8%)
2. CRDO CREDO TECHNOLOGY GROUP HOLDI — $109M (5.9%)
3. IOT SAMSARA INC — $100M (5.4%)
4. AAON AAON INC — $98.5M (5.3%)
5. APP APPLOVIN CORP — $98.4M (5.3%)
6. FICO FAIR ISAAC CORP — $89.5M (4.8%)
7. FOUR SHIFT4 PMTS INC — $89.2M (4.8%)
8. SNOW SNOWFLAKE INC — $84.0M (4.5%)
9. ILMN ILLUMINA INC — $80.7M (4.4%)
10. CSGP COSTAR GROUP INC — $76.3M (4.1%)