Filed: 2/17/2026ACC: 0001172661-26-000853
📋 What this filing means
SPYGLASS CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $2.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.00B
Total AUM (reported)
22.18M
Total Shares
Allocation by class
COM$757.80M37.9%
CL A$355.77M17.8%
COM CL A$271.93M13.6%
COM SHS$133.61M6.7%
SHS$105.48M5.3%
COM PAR $0.004$91.42M4.6%
SPONSORED ADR$88.61M4.4%
Portfolio Concentration
Top 3$325.69M16.3%
4–10$670.38M33.5%
11–25$1.00B50.2%
Top 3 weight
16.3%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 22.18M
Sole
Full voting authority
22.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
MONGODB INC
SOLEShares265.26K
TypeSH
Market value$111.33M
5.57%
Sole
265.26K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares1.44M
TypeSH
Market value$107.45M
5.38%
Sole
1.44M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares1.70M
TypeSH
Market value$106.92M
5.35%
Sole
1.70M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares264.93K
TypeSH
Market value$106.32M
5.32%
Sole
264.93K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.58M
TypeSH
Market value$106.13M
5.31%
Sole
1.58M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares2.68M
TypeSH
Market value$105.48M
5.28%
Sole
2.68M
Shared
0.00
None
0.00
AAON INC
SOLEShares1.20M
TypeSH
Market value$91.42M
4.57%
Sole
1.20M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares415.55K
TypeSH
Market value$88.61M
4.43%
Sole
415.55K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares2.29M
TypeSH
Market value$87.56M
4.38%
Sole
2.29M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares271.49K
TypeSH
Market value$84.86M
4.25%
Sole
271.49K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares49.54K
TypeSH
Market value$83.75M
4.19%
Sole
49.54K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares2.35M
TypeSH
Market value$83.20M
4.16%
Sole
2.35M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares120.64K
TypeSH
Market value$81.29M
4.07%
Sole
120.64K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.08M
TypeSH
Market value$78.66M
3.94%
Sole
1.08M
Shared
0.00
None
0.00
KINSALE CAP GROUP INC
SOLEShares197.19K
TypeSH
Market value$77.12M
3.86%
Sole
197.19K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares180.67K
TypeSH
Market value$76.25M
3.82%
Sole
180.67K
Shared
0.00
None
0.00
NCINO INC
SOLEShares2.91M
TypeSH
Market value$74.61M
3.73%
Sole
2.91M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares328.82K
TypeSH
Market value$72.13M
3.61%
Sole
328.82K
Shared
0.00
None
0.00
LOAR HOLDINGS INC
SOLEShares904.13K
TypeSH
Market value$61.48M
3.08%
Sole
904.13K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares270.57K
TypeSH
Market value$61.28M
3.07%
Sole
270.57K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares388.86K
TypeSH
Market value$55.95M
2.80%
Sole
388.86K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares539.89K
TypeSH
Market value$54.83M
2.74%
Sole
539.89K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares401.53K
TypeSH
Market value$52.67M
2.64%
Sole
401.53K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares286.87K
TypeSH
Market value$50.35M
2.52%
Sole
286.87K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares69.17K
TypeSH
Market value$38.85M
1.94%
Sole
69.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MONGODB INCSOLE | CL A | 265.26K | SH | $111.33M 5.57% | 265.26K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 1.44M | SH | $107.45M 5.38% | 1.44M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 1.70M | SH | $106.92M 5.35% | 1.70M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 264.93K | SH | $106.32M 5.32% | 264.93K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.58M | SH | $106.13M 5.31% | 1.58M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 2.68M | SH | $105.48M 5.28% | 2.68M | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 1.20M | SH | $91.42M 4.57% | 1.20M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 415.55K | SH | $88.61M 4.43% | 415.55K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 2.29M | SH | $87.56M 4.38% | 2.29M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 271.49K | SH | $84.86M 4.25% | 271.49K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 49.54K | SH | $83.75M 4.19% | 49.54K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 2.35M | SH | $83.20M 4.16% | 2.35M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 120.64K | SH | $81.29M 4.07% | 120.64K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.08M | SH | $78.66M 3.94% | 1.08M | 0.00 | 0.00 |
KINSALE CAP GROUP INCSOLE | COM | 197.19K | SH | $77.12M 3.86% | 197.19K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 180.67K | SH | $76.25M 3.82% | 180.67K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 2.91M | SH | $74.61M 3.73% | 2.91M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 328.82K | SH | $72.13M 3.61% | 328.82K | 0.00 | 0.00 |
LOAR HOLDINGS INCSOLE | COM SHS | 904.13K | SH | $61.48M 3.08% | 904.13K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 270.57K | SH | $61.28M 3.07% | 270.57K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 388.86K | SH | $55.95M 2.80% | 388.86K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 539.89K | SH | $54.83M 2.74% | 539.89K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 401.53K | SH | $52.67M 2.64% | 401.53K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 286.87K | SH | $50.35M 2.52% | 286.87K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 69.17K | SH | $38.85M 1.94% | 69.17K | 0.00 | 0.00 |