Long-term investor
Spyglass Capital Management LLC @spyglasscapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001654344).
Record
- Tracked since 2025-06-30 (454 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +879.4% · all +879.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AFRM · 6.8% · long · since 2025-06-30
- CRDO · 5.9% · long · since 2025-12-31
- IOT · 5.4% · long · since 2025-09-30
- AAON · 5.3% · long · since 2025-06-30
- APP · 5.3% · long · since 2025-06-30
- FICO · 4.8% · long · since 2025-09-30
- 82452J109 · 4.8% · long · since 2025-06-30
- 833445109 · 4.5% · long · since 2025-06-30
- ILMN · 4.4% · long · since 2025-06-30
- CSGP · 4.1% · long · since 2025-06-30
- MDB · 4.1% · long · since 2025-06-30
- DASH · 4.0% · long · since 2025-06-30