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Spyglass Capital Management LLC
varahaldur · portfell $1.85 mld · 25 positsiooni · aruanne seisuga 30.06.2026
Aktsiapositsioonid aruanne ajavahemiku 30.06.2026 kohta, esitatud 14.08.2026; muutus — võrreldes kuupäevaga 31.03.2026 · 28
| Ettevõte | Aktsiad | Väärtus | % portfellist | Muutus kvartalis |
|---|---|---|---|---|
| Affirm Holdings Inc US:AFRM | 1 537 840 | $125 mln | 6.79% | −124 485 |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 401 503 | $109 mln | 5.91% | −190 487 |
| Samsara Inc US:IOT | 3 085 655 | $100 mln | 5.42% | +139 009 |
| AAON Inc US:AAON | 776 629 | $98.5 mln | 5.33% | −82 211 |
| Applovin Corp US:APP | 191 028 | $98.4 mln | 5.33% | +24 471 |
| Fair Isaac Corporation US:FICO | 74 948 | $89.5 mln | 4.85% | +18 598 |
| Shift4 Payments Inc US:FOUR | 1 833 803 | $89.2 mln | 4.83% | +82 663 |
| Snowflake Inc. US:SNOW | 330 011 | $84.0 mln | 4.55% | −22 257 |
| Illumina Inc US:ILMN | 458 767 | $80.7 mln | 4.37% | +133 718 |
| CoStar Group Inc US:CSGP | 2 694 697 | $76.3 mln | 4.13% | +1 583 473 |
| MongoDB US:MDB | 223 226 | $75.0 mln | 4.06% | −29 948 |
| DoorDash, Inc. Class A US:DASH | 398 484 | $73.5 mln | 3.98% | +100 308 |
| Chime Financial, Inc. Class… US:CHYM | 3 406 249 | $69.8 mln | 3.78% | +2 109 057 |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 1 958 379 | $68.0 mln | 3.68% | +20 610 |
| HubSpot Inc US:HUBS | 371 365 | $67.8 mln | 3.67% | +57 443 |
| Carvana Co US:CVNA | 992 632 | $65.3 mln | 3.54% | +825 241 |
| Medpace Holdings, Inc. US:MEDP | 120 365 | $63.7 mln | 3.45% | +64 610 |
| QXO, Inc. US:QXO | 3 643 593 | $63.0 mln | 3.41% | uus |
| Cadence Design Systems Inc US:CDNS | 157 335 | $59.1 mln | 3.20% | −76 012 |
| ASCENDIS PHARMA A/S CUSIP K08588103 | 215 398 | $57.5 mln | 3.11% | uus |
| MKS Instruments Inc US:MKSI | 118 526 | $52.7 mln | 2.85% | uus |
| Loar Holdings Inc. US:LOAR | 611 657 | $49.3 mln | 2.67% | +27 524 |
| Api Group Corp US:APG | 1 162 808 | $49.2 mln | 2.67% | −108 291 |
| Procore Technologies Inc US:PCOR | 1 052 908 | $42.8 mln | 2.32% | +47 537 |
| Forgent Power Solutions, Inc… US:FPS | 705 361 | $39.4 mln | 2.13% | uus |
| Kinsale Capital Group Inc US:KNSL | 0 (oli 137 029) | — | — | müüdud |
| nCino Inc US:NCNO | 0 (oli 3 085 237) | — | — | müüdud |
| Roblox Corp US:RBLX | 0 (oli 779 991) | — | — | müüdud |
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