Spyglass Capital Management LLC holds a diversified book of 25 stocks worth $1.8B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Qxo Inc and trimmed Affirm Holdings Inc. Their largest long position is Affirm Holdings Inc at 7% of the equity book. Cloning the disclosed picks since 2019 would be +47% (+5.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 32.1 points over this window.
Growth of $10,000 cloning Spyglass Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Spyglass Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 29 / 25 | $50.0B |
| STATE STREET CORP | 29 / 25 | $28.0B |
| FMR LLC | 29 / 25 | $21.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 29 / 25 | $18.2B |
| MORGAN STANLEY | 29 / 25 | $14.3B |
| JPMORGAN CHASE & CO | 29 / 25 | $10.6B |
| GOLDMAN SACHS GROUP INC | 29 / 25 | $5.8B |
| ALLIANCEBERNSTEIN L.P. | 29 / 25 | $5.0B |
Ranked by how many of Spyglass Capital Management LLC's top 25 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Affirm Hldgs Inc COM CL A | $125.4M | 1.54M | 6.8% | ▼−7.5% Reduced · −124K sh | |
| 2 | Credo Technology Group Holdi ORDINARY SHARES | $109.2M | 401.5K | 5.9% | ▼−32% Reduced · −190K sh | |
| 3 | Samsara Inc COM CL A | $100.1M | 3.09M | 5.4% | ▲+4.7% Added · +139K sh | |
| 4 | Aaon Inc COM PAR $0.004 | $98.5M | 776.6K | 5.3% | ▼−9.6% Reduced · −82K sh | |
| 5 | Applovin Corp COM CL A | $98.4M | 191.0K | 5.3% | ▲+15% Added · +24K sh | |
| 6 | Fair Isaac Corp COM | $89.5M | 74.9K | 4.8% | ▲+33% Added · +19K sh | |
| 7 | Shift4 PMTS Inc CL A | $89.2M | 1.83M | 4.8% | ▲+4.7% Added · +83K sh | |
| 8 | Snowflake Inc COM SHS | $84.0M | 330.0K | 4.5% | ▼−6.3% Reduced · −22K sh | |
| 9 | Illumina Inc COM | $80.7M | 458.8K | 4.4% | ▲+41% Added · +134K sh | |
| 10 | Costar Group Inc COM | $76.3M | 2.69M | 4.1% | ▲+142% Added · +1.6M sh | |
| 11 | Mongodb Inc CL A | $75.0M | 223.2K | 4.1% | ▼−12% Reduced · −30K sh | |
| 12 | Doordash Inc CL A | $73.5M | 398.5K | 4.0% | ▲+34% Added · +100K sh | |
| 13 | Chime Finl Inc COM SHS CL A | $69.8M | 3.41M | 3.8% | ▲+163% Added · +2.1M sh | |
| 14 | Global E Online Ltd SHS | $68.0M | 1.96M | 3.7% | ▲+1.1% Added · +21K sh | |
| 15 | Hubspot Inc COM | $67.8M | 371.4K | 3.7% | ▲+18% Added · +57K sh | |
| 16 | Carvana Co CL A | $65.3M | 992.6K | 3.5% | ▲+493% Added · +825K sh | |
| 17 | Medpace Hldgs Inc COM | $63.7M | 120.4K | 3.5% | ▲+116% Added · +65K sh | |
| 18 | Qxo Inc COM NEW | $63.0M | 3.64M | 3.4% | ▲New New position | |
| 19 | Cadence Design System Inc COM | $59.1M | 157.3K | 3.2% | ▼−33% Reduced · −76K sh | |
| 20 | Ascendis Pharma A/s ORD SHS | $57.5M | 215.4K | 3.1% | ▲New New position | |
| 21 | MKS Inc. COM | $52.7M | 118.5K | 2.9% | ▲New New position | |
| 22 | Loar Holdings Inc COM SHS | $49.3M | 611.7K | 2.7% | ▲+4.7% Added · +28K sh | |
| 23 | Api Group Corp COM STK | $49.2M | 1.16M | 2.7% | ▼−8.5% Reduced · −108K sh | |
| 24 | Procore Technologies Inc COM | $42.8M | 1.05M | 2.3% | ▲+4.7% Added · +48K sh | |
| 25 | Forgent Power Solutions Inc COM SHS CL A | $39.4M | 705.4K | 2.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1654344/holdings"
Use Arkolith to show Spyglass Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 25 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 25 | $1.4B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 25 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 25 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 25 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 25 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 25 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 25 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 25 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 25 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 25 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 25 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 25 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 25 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 25 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 25 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 25 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 25 | $2.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 25 | $3.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 25 | $4.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 25 | $4.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 25 | $3.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 25 | $3.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.