Spyglass Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Spyglass Capital Management LLC held in its portfolio 25 assets valued at $1,998,488,883 (i.e. $2.00B).

The most valuable assets in the portfolio included: MONGODB INC ($111.33M), AFFIRM HLDGS INC ($107.45M), and SHIFT4 PMTS INC ($106.92M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Spyglass Capital Management LLC Portfolio

MONGODB INC

AFFIRM HLDGS INC

SHIFT4 PMTS INC

HUBSPOT INC

COSTAR GROUP INC

GLOBAL E ONLINE LTD

AAON INC

ASCENDIS PHARMA A/S

API GROUP CORP

CADENCE DESIGN SYSTEM INC

Spyglass Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MONGODB INC	265263	111328228	CL A
AFFIRM HLDGS INC	1443580	107445659	COM CL A
SHIFT4 PMTS INC	1697920	106918022	CL A
HUBSPOT INC	264929	106316008	COM
COSTAR GROUP INC	1578449	106134911	COM
GLOBAL E ONLINE LTD	2683313	105481034	SHS
AAON INC	1198921	91417726	COM PAR $0.004
ASCENDIS PHARMA A/S	415549	88611669	SPONSORED ADR
API GROUP CORP	2288558	87560229	COM STK
CADENCE DESIGN SYSTEM INC	271492	84862969	COM
FAIR ISAAC CORP	49539	83751624	COM
SAMSARA INC	2346995	83200973	COM CL A
APPLOVIN CORP	120638	81288297	COM CL A
PROCORE TECHNOLOGIES INC	1081343	78656890	COM
KINSALE CAP GROUP INC	197186	77123388	COM
CARVANA CO	180668	76245509	CL A
NCINO INC	2909880	74609323	COM
SNOWFLAKE INC	328818	72129516	COM SHS
LOAR HOLDINGS INC	904131	61480908	COM SHS
DOORDASH INC	270570	61278694	CL A
CREDO TECHNOLOGY GROUP HOLDI	388860	55953065	ORDINARY SHARES
EXACT SCIENCES CORP	539886	54830822	COM
ILLUMINA INC	401533	52665068	COM
DUOLINGO INC	286873	50346212	CL A COM
MEDPACE HLDGS INC	69175	38852139	COM