Spyglass Capital Management LLC
Annual return '25
+66.5%
SPY '25
+17.7%
Alpha
+48.7ptsvs SPY
Invested
$1.4B
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IOT
SAMSARA INC
Q4 2025: Sold 99.7% (2.20M → 6.8k shares)
6.6%
02
$ASND
ASCENDIS PHARMA A/S
Q4 2025: Exited (was 388.6k shares)
6.0%
03
$HUBS
HUBSPOT INC
Q4 2025: Exited (was 225.2k shares)
5.4%
04
$FOUR
SHIFT4 PMTS INC
Q4 2025: Exited (was 1.24M shares)
5.4%
05
$AFRM
AFFIRM HLDGS INC
Q4 2025: Exited (was 1.00M shares)
5.4%
06
$AAON
AAON INC
Q4 2025: Exited (was 1.07M shares)
5.0%
07
$APP
APPLOVIN CORP
Q4 2025: Sold 99.2% (175.9k → 1.3k shares)
4.7%
08
$CDNS
CADENCE DESIGN SYSTEM INC
Q4 2025: Sold 99.2% (116.0k → 937 shares)
4.6%
09
$MDB
MONGODB INC
Q4 2025: Sold 99.7% (339.7k → 1.1k shares)
4.4%
10
$FICO
FAIR ISAAC CORP
Q4 2025: Exited (was 27.7k shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.