TraderTrends

Manager Profile

Spyglass Capital Management LLC

Diversified · Technology 45%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

San Francisco, CA

Portfolio Value

$1.3B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Samsara Inc

Latest disclosed holding

Top 4

IOT HUBS 82452J109 AFRM 000360206

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
45.4%
Consumer Cyclical
12.1%
Industrials
12%
Financial Services
9.2%
Healthcare
9%
Real Estate
5.3%
Communication Services
4%
Utilities
2.7%
Basic Materials
0%
Consumer Defensive
0%
Energy
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Samsara Inc

Shares: 2.9M

93.4M

Position Value
2
HubSpot Inc

Shares: 313.9K

76.6M

Position Value
3
SHIFT4 PMTS INC

Shares: 1.8M

76.6M

Position Value
4
Affirm Holdings Inc

Shares: 1.7M

76.2M

Position Value
5
AAON INC

Shares: 858.8K

71.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID