SPYGX holdings — Spyglass Growth Fund
Spyglass Growth Fund (SPYGX) held 26 positions with net assets of $1.00B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 51.0% of the fund, led by AFRM, CRDO, IOT.
SPYGX top holdings
- AFRM Affirm Holdings Inc — 6.72% ($67.6M)
- CRDO Credo Technology Group Holding — 5.85% ($58.8M)
- IOT Samsara Inc — 5.36% ($53.8M)
- APP AppLovin Corp — 5.28% ($53.0M)
- AAON AAON Inc — 5.27% ($53.0M)
- FICO Fair Isaac Corp — 4.79% ($48.1M)
- FOUR Shift4 Payments Inc — 4.78% ($48.0M)
- SNOW Snowflake Inc — 4.50% ($45.2M)
- ILMN Illumina Inc — 4.32% ($43.4M)
- CSGP CoStar Group Inc — 4.09% ($41.1M)
- MDB MongoDB Inc — 4.01% ($40.3M)
- DASH DoorDash Inc — 3.94% ($39.6M)
- CHYM Chime Financial Inc — 3.74% ($37.6M)
- GLBE Global-e Online Ltd — 3.64% ($36.6M)
- HUBS HubSpot Inc — 3.63% ($36.5M)
- CVNA Carvana Co — 3.50% ($35.2M)
- MEDP Medpace Holdings Inc — 3.41% ($34.3M)
- QXO QXO Inc — 3.37% ($33.9M)
- CDNS Cadence Design Systems Inc — 3.17% ($31.8M)
- ASND Ascendis Pharma A/S — 3.08% ($30.9M)
- MKSI MKS Inc — 2.82% ($28.4M)
- LOAR Loar Holdings Inc — 2.64% ($26.5M)
- APG API Group Corp — 2.64% ($26.5M)
- PCOR Procore Technologies Inc — 2.29% ($23.0M)
- FPS Forgent Power Solutions Inc — 2.11% ($21.2M)
What are SPYGX's top 10 holdings?
AFRM (6.7%), CRDO (5.9%), IOT (5.4%), APP (5.3%), AAON (5.3%), FICO (4.8%), FOUR (4.8%), SNOW (4.5%), ILMN (4.3%), CSGP (4.1%).
How many stocks are in SPYGX?
Spyglass Growth Fund reported 26 holdings as of June 30, 2026.