Notify me when Spyglass Capital Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 25 | $1,998,488,883 | +$437,870,177 | -$352,146,255 | +$85,723,922 | MDB, AFRM, FOUR, HUBS, CSGP | 13F-HR | 17 Feb 2026, 09:15 |
| Q3 2025 | 25 | $1,875,063,378 | +$557,159,060 | -$503,750,456 | +$53,408,604 | APP, EXAS, MDB, HUBS, AAON | 13F-HR | 14 Nov 2025, 08:49 |
| Q2 2025 | 25 | $1,695,539,182 | +$216,371,771 | -$243,326,183 | -$26,954,412 | AFRM, SNOW, FOUR, APP, APG | 13F-HR | 13 Aug 2025, 11:33 |
| Q1 2025 | 25 | $1,456,600,952 | +$234,608,211 | -$303,560,729 | -$68,952,518 | AFRM, SG, FOUR, SNOW, APP | 13F-HR | 15 May 2025, 14:20 |
| Q4 2024 | 25 | $1,777,998,698 | +$308,946,970 | -$399,818,130 | -$90,871,160 | AFRM, APP, FOUR, DASH, SNOW | 13F-HR | 14 Feb 2025, 11:50 |
| Q3 2024 | 25 | $1,522,940,432 | +$167,225,693 | -$194,171,076 | -$26,945,383 | APP, ASND, AFRM, EXAS, DASH | 13F-HR | 14 Nov 2024, 09:56 |
| Q2 2024 | 25 | $1,365,868,363 | +$209,806,485 | -$253,236,462 | -$43,429,977 | ASND, FOUR, APP, SG, APG | 13F-HR | 14 Aug 2024, 08:52 |
| Q1 2024 | 25 | $1,500,980,032 | +$179,081,898 | -$233,646,538 | -$54,564,640 | APP, ASND, WSC, CSGP, EXAS | 13F-HR | 15 May 2024, 10:45 |
| Q4 2023 | 25 | $1,390,075,545 | +$243,385,662 | -$415,583,534 | -$172,197,872 | WSC, ASND, FOUR, DASH, AFRM | 13F-HR | 14 Feb 2024, 10:40 |
| Q3 2023 | 25 | $1,276,249,834 | +$236,088,362 | -$376,592,168 | -$140,503,806 | APP, NTNX, SPOT, PSTG, AFRM | 13F-HR | 14 Nov 2023, 09:49 |
| Q2 2023 | 25 | $1,383,680,705 | +$94,261,167 | -$201,081,054 | -$106,819,887 | PANW, PSTG, SPOT, DDOG, NTNX | 13F-HR | 14 Aug 2023, 09:04 |
| Q1 2023 | 25 | $1,326,271,106 | +$145,250,385 | -$167,412,319 | -$22,161,934 | PANW, ASND, SPOT, NTNX, EXAS | 13F-HR | 15 May 2023, 09:49 |
| Q4 2022 | 25 | $1,244,863,055 | +$111,150,721 | -$271,151,915 | -$160,001,194 | ASND, AMG, GDDY, TDG, NTNX | 13F-HR | 14 Feb 2023, 09:52 |
| Q3 2022 | 25 | $1,413,600,000 | +$142,592,614 | -$325,415,993 | -$182,823,379 | ASND, NTNX, LESL, PANW, FIVE | 13F-HR | 14 Nov 2022, 10:33 |
| Q2 2022 | 25 | $1,798,784,000 | +$281,486,810 | -$498,747,605 | -$217,260,795 | APP, SPLK, ASND, PANW, AMG | 13F-HR | 15 Aug 2022, 09:15 |
| Q1 2022 | 25 | $2,926,721,000 | +$293,409,882 | -$784,948,523 | -$491,538,641 | SPLK, NTNX, APP, EXAS, LYFT | 13F-HR | 16 May 2022, 10:04 |
| Q4 2021 | 25 | $3,768,804,000 | +$300,754,910 | -$423,325,814 | -$122,570,904 | PANW, AMG, EXAS, APP, NTNX | 13F-HR | 14 Feb 2022, 12:32 |
| Q3 2021 | 25 | $4,359,773,000 | +$642,970,654 | -$409,882,336 | +$233,088,318 | SPLK, NTNX, ULTA, AMG, PANW | 13F-HR | 15 Nov 2021, 12:00 |
| Q2 2021 | 25 | $4,494,702,000 | +$765,674,436 | -$355,099,427 | +$410,575,009 | BYND, SPLK, NTNX, PANW, AMG | 13F-HR | 16 Aug 2021, 15:12 |
| Q1 2021 | 25 | $3,795,065,000 | +$773,042,501 | -$255,507,922 | +$517,534,579 | SPLK, AMG, EXAS, BYND, PANW | 13F-HR | 17 May 2021, 14:49 |
| Q4 2020 | 25 | $3,258,878,000 | +$608,823,064 | -$71,250,216 | +$537,572,848 | PANW, EXAS, LYFT, SPLK, SQ | 13F-HR | 16 Feb 2021, 16:16 |
| Q3 2020 | 26 | $2,163,263,000 | +$449,239,447 | -$69,064,000 | +$380,175,447 | SQ, EXAS, CMG, TWTR, SPLK | 13F-HR | 16 Nov 2020, 14:16 |
| Q2 2020 | 26 | $1,614,674,000 | +$473,101,105 | -$101,236,858 | +$371,864,247 | SPLK, PANW, SVMK, RDFN, EXAS | 13F-HR | 14 Aug 2020, 10:53 |
| Q1 2020 | 25 | $885,184,000 | +$322,780,483 | -$90,682,355 | +$232,098,128 | DOCU, PANW, CMG, GDDY, EXAS | 13F-HR | 15 May 2020, 15:18 |
| Q4 2019 | 25 | $778,928,000 | +$363,577,058 | $0 | +$363,577,058 | PANW, PFPT, ULTA, GDDY, PCRX | 13F-HR | 14 Feb 2020, 14:15 |
| Q3 2019 | 25 | $376,707,000 | +$89,255,082 | -$23,471,104 | +$65,783,978 | PFPT, NTNX, TWTR, GDDY, PANW | 13F-HR | 14 Nov 2019, 09:45 |
| Q2 2019 | 26 | $316,505,000 | +$72,580,109 | -$16,234,380 | +$56,345,729 | PFPT, TWTR, DXCM, PANW, PCRX | 13F-HR | 14 Aug 2019, 09:33 |
| Q1 2019 | 26 | $258,428,000 | +$91,918,655 | -$2,755,847 | +$89,162,808 | PFPT, TWTR, CMG, DOCU, ANET | 13F-HR | 15 May 2019, 11:59 |
| Q4 2018 | 26 | $133,443,000 | $0 | $0 | $0 | PFPT, CMG, DOCU, TWTR, GDDY | 13F-HR | 14 Feb 2019, 14:54 |