Spyglass Capital Management LLC - Portfolio Stock Holdings

Spyglass Capital Management LLC disclosed 26 stock positions in a recent SEC 13F filing. $1,368,544,781 of stock holdings were filed, with the largest holdings including IOT, ASND, and HUBS. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $2,017,152,259 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.