Spyglass Capital Management LLC
13F filer · CIK 1654344 · Greenbrae, CA
Summary
Spyglass Capital Management LLC reported $1.85B across 25 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AFRM (6.8%), CRDO (5.9%), IOT (5.4%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 14, trimmed 7 and sold out of 4.
Reported value$1.85B
Positions25
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added14
Trimmed7
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.8%Value $125.41MPrice $69.30Shares 1.54M -7.49%Since Jun 30 -15.02%
Weight 5.9%Value $109.19MPrice $192.35Shares 402K -32.18%Since Jun 30 -29.27%
Weight 5.4%Value $100.07MPrice $37.97Shares 3.09M +4.72%Since Jun 30 +17.08%
Weight 5.3%Value $98.52MPrice $85.11Shares 777K -9.57%Since Jun 30 -32.91%
Weight 5.3%Value $98.42MPrice $305.66Shares 191K +14.69%Since Jun 30 -40.68%
Weight 4.8%Value $89.55MPrice $617.87Shares 75K +33.00%Since Jun 30 -48.29%
Weight 4.8%Value $89.20MPrice $37.08Shares 1.83M +4.72%Since Jun 30 -23.77%
Weight 4.5%Value $83.99MPrice $330.31Shares 330K -6.32%Since Jun 30 +29.79%
Weight 4.4%Value $80.67MPrice $272.00Shares 459K +41.14%Since Jun 30 +54.69%
Weight 4.1%Value $76.31MPrice $26.95Shares 2.69M +142.50%Since Jun 30 -4.84%
Weight 4.1%Value $74.98MPrice $337.19Shares 223K -11.83%Since Jun 30 +0.38%
Weight 4.0%Value $73.53MPrice $187.10Shares 398K +33.64%Since Jun 30 +1.39%
Weight 3.8%Value $69.76MPrice $26.52Shares 3.41M +162.59%Since Jun 30 +29.49%
Weight 3.7%Value $68.01MPrice $40.06Shares 1.96M +1.06%Since Jun 30 +15.35%
Weight 3.7%Value $67.78MPrice $197.67Shares 371K +18.30%Since Jun 30 +8.31%
Weight 3.5%Value $65.34MPrice $63.62Shares 993K +493.00%Since Jun 30 -3.34%
Weight 3.5%Value $63.74MPrice $622.11Shares 120K +115.88%Since Jun 30 +17.47%
Weight 3.4%Value $62.96MPrice $11.62Shares 3.64MSince Jun 30 -32.75%
Weight 3.2%Value $59.05MPrice $324.17Shares 157K -32.57%Since Jun 30 -13.63%
Weight 3.1%Value $57.45MPrice $228.07Shares 215KSince Jun 30 -14.49%
Weight 2.9%Value $52.72MPrice $266.02Shares 119KSince Jun 30 -40.19%
Weight 2.7%Value $49.31MPrice $63.55Shares 612K +4.71%Since Jun 30 -21.16%
Weight 2.7%Value $49.24MPrice $38.75Shares 1.16M -8.52%Since Jun 30 -8.50%
Weight 2.3%Value $42.77MPrice $49.54Shares 1.05M +4.73%Since Jun 30 +21.96%
Weight 2.1%Value $39.40MPrice $37.20Shares 705KSince Jun 30 -33.40%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.8% | $125.41M | -15.02% | -7.49% | Trim | |
| 5.9% | $109.19M | -29.27% | -32.18% | Trim | |
| 5.4% | $100.07M | +17.08% | +4.72% | Add | |
| 5.3% | $98.52M | -32.91% | -9.57% | Trim | |
| 5.3% | $98.42M | -40.68% | +14.69% | Add | |
| 4.8% | $89.55M | -48.29% | +33.00% | Add | |
| 4.8% | $89.20M | -23.77% | +4.72% | Add | |
| 4.5% | $83.99M | +29.79% | -6.32% | Trim | |
| 4.4% | $80.67M | +54.69% | +41.14% | Add | |
| 4.1% | $76.31M | -4.84% | +142.50% | Add | |
| 4.1% | $74.98M | +0.38% | -11.83% | Trim | |
| 4.0% | $73.53M | +1.39% | +33.64% | Add | |
| 3.8% | $69.76M | +29.49% | +162.59% | Add | |
| 3.7% | $68.01M | +15.35% | +1.06% | Add | |
| 3.7% | $67.78M | +8.31% | +18.30% | Add | |
| 3.5% | $65.34M | -3.34% | +493.00% | Add | |
| 3.5% | $63.74M | +17.47% | +115.88% | Add | |
| 3.4% | $62.96M | -32.75% | — | New | |
| 3.2% | $59.05M | -13.63% | -32.57% | Trim | |
| 3.1% | $57.45M | -14.49% | — | New | |
| 2.9% | $52.72M | -40.19% | — | New | |
| 2.7% | $49.31M | -21.16% | +4.71% | Add | |
| 2.7% | $49.24M | -8.50% | -8.52% | Trim | |
| 2.3% | $42.77M | +21.96% | +4.73% | Add | |
| 2.1% | $39.40M | -33.40% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.