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Sean Kreiger

Spyglass Capital Management Llc

Assets Managed
$1.413B
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-29.32%(2Q avg: -11.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spyglass Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Spyglass Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.413B in assets, with a quarterly growth rate of -29.32% and a 2-quarter average growth rate of -11.36%. The portfolio is managed by Sean Kreiger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IOT
Samsara Inc-cl A
Recent Activity
Increased 25.55%
6.62%
$93.379M
2.947M shares@ $31.7 avg price
ASND
Ascendis Pharma A S - Adr
Recent Activity
Decreased -11.44%
5.96%
$84.166M
367,972 shares@ $228.74 avg price
HUBS
Hubspot Inc
Recent Activity
Increased 18.5%
5.43%
$76.628M
313,922 shares@ $244.1 avg price
FOUR
Shift4 Payments Inc-class A
Recent Activity
Increased 3.14%
5.43%
$76.577M
1.751M shares@ $43.73 avg price
AFRM
Affirm Holdings Inc
Recent Activity
Increased 15.16%
5.4%
$76.168M
1.662M shares@ $45.83 avg price
AAON
Aaon Inc
Recent Activity
Decreased -28.36%
5.04%
$71.069M
858,840 shares@ $82.75 avg price
APP
Applovin Corp-class A
Recent Activity
Increased 38.07%
4.7%
$66.29M
166,557 shares@ $398.0 avg price
CDNS
Cadence Design Sys Inc
Recent Activity
Decreased -14.05%
4.6%
$64.84M
233,347 shares@ $277.88 avg price
MDB
Mongodb Inc
Recent Activity
Decreased -4.55%
4.39%
$61.969M
253,174 shares@ $244.78 avg price
FICO
Fair Isaac Corp
Recent Activity
Increased 13.75%
4.26%
$60.156M
56,350 shares@ $1067.54 avg price

1-10 of 25