Spyglass Capital Management LLC
•CIK: 1654344•Filing: Q4 2025
**Spyglass Capital Management LLC** manages $2.0B across a concentrated portfolio of 25 positions. The fund exhibits significant conviction in technology and industrial sectors, evidenced by top holdings including MDB at $111.3M and AFRM at $107.4M. Notable allocations also feature FOUR ($106.9M), HUBS ($106.3M), and CSGP ($106.1M), suggesting a deep, thematic approach to market opportunities. This structure points to active, high-conviction capital deployment across key growth names.
Total AUM
$2.0B
QoQ Performance
+6.6%
Positions
25
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MDB
AFRM
FOUR
HUBS
CSGP
GLBE
MDB5.6%
AFRM5.4%
FOUR5.3%
HUBS5.3%
CSGP5.3%
GLBE5.3%
AAON4.6%
ASND4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW2 new positions
↑16 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023