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CIK: 0001654344
Total reported value
$1.8B
$1.8B
25 檔
26.4%
As reported in its official Q4 2024 Form 13F filing, Spyglass Capital Management LLC's tracked investment portfolio stood at $1.8B with 25 total positions.
In Q4 2024, Spyglass Capital Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AFRM | Affirm Holdings Inc | Stock-Financials | 5.83% | +1.40% | -27.52% | |
| 2 | APP | Applovin Corp-class A | Stock-Tech | 5.74% | +0.64% | -61.49% | |
| 3 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 5.73% | -0.59% | +22.68% | |
| 4 | DASH | Doordash Inc - A | Stock-Consumer Disc | 5.15% | +0.81% | -1.26% | |
| 5 | SNOW | Snowflake Inc | Stock-Tech | 5.01% | +0.79% | +5.33% | |
| 6 | CSGP | Costar Group Inc | Stock-Real Estate | 4.92% | +0.96% | +47.36% | |
| 7 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 4.91% | +1.55% | +85.13% | |
| 8 | EXK | Exact Sciences CORP | Stock-Materials | 4.87% | — | +10.19% | |
| 9 | GLBE | Global-E Online Ltd. | Stock-Other | 4.56% | -0.55% | +6.80% | |
| 10 | PCOR | Procore Technologies Inc | Stock-Tech | 4.42% | -1.74% | +11.99% | |
| 11 | APG | Api Group CORP | Stock-Industrials | 4.19% | -0.98% | +12.86% | |
| 12 | HUBS | Hubspot Inc | Stock-Tech | 4.18% | -1.75% | +14.17% | |
| 13 | SG | Sweetgreen Inc - Class A | Stock-Other | 4.14% | — | +12.01% | |
| 14 | ILMN | Illumina Inc | Stock-Healthcare | 4.04% | +1.53% | — | |
| 15 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 3.64% | — | +37.32% | |
| 16 | ACVA | Acv Auctions Inc-a | Stock-Other | 3.54% | — | +11.57% | |
| 17 | WSC | Willscot Holdings CORP | Stock-Industrials | 3.44% | — | +40.52% | |
| 18 | ALAB | Astera Labs Inc | Stock-Tech | 3.39% | — | -38.15% | |
| 19 | MDB | Mongodb Inc | Stock-Tech | 3.27% | -0.33% | +5.81% | |
| 20 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 3.14% | -3.31% | EXIT | |
| 21 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.97% | — | -24.45% | |
| 22 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.48% | — | -1.24% | |
| 23 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.24% | — | -2.50% | |
| 24 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 2.18% | — | — | |
| 25 | DUOL | Duolingo | Stock-Tech | 2.03% | — | -18.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ILMN | Illumina Inc | +4% | NEW | New buy |
| 2 | ✓ | Cyberark Software LTD. Cmn | +2.2% | NEW | New buy |
| 3 | MEDP | Medpace Holdings Inc | +1.8% | +85.13% | Add |
| 4 | FOUR | Shift4 Payments Inc-class A | +1.1% | +22.68% | Add |
| 5 | GLBE | Global-E Online Ltd. | +1% | +6.80% | Add |
| 6 | HUBS | Hubspot Inc | +0.9% | +14.17% | Add |
| 7 | SNOW | Snowflake Inc | +0.9% | +5.33% | Add |
| 8 | ALAB | Astera Labs Inc | +0.9% | -38.15% | Trim |
| 9 | CSGP | Costar Group Inc | +0.8% | +47.36% | Add |
| 10 | PCOR | Procore Technologies Inc | +0.6% | +11.99% | Add |
| 11 | VEEV | Veeva Systems Inc-class A | +0.6% | +37.32% | Add |
| 12 | KNSL | Kinsale Capital Group Inc | +0.4% | +35.71% | Add |
| 13 | WSC | Willscot Holdings CORP | +0.2% | +40.52% | Add |
| 14 | APG | Api Group CORP | +0.2% | +12.86% | Add |
| 15 | ACVA | Acv Auctions Inc-a | +0.1% | +11.57% | Add |
| 16 | SPOT | Spotify Technology S.A. | 0% | -2.50% | Trim |
| 17 | DASH | Doordash Inc - A | 0% | -1.26% | Trim |
| 18 | AFRM | Affirm Holdings Inc | -0.5% | -27.52% | Trim |
| 19 | DUOL | Duolingo | -0.5% | -18.59% | Trim |
| 20 | SG | Sweetgreen Inc - Class A | -0.6% | +12.01% | Add |
| 21 | GDDY | Godaddy Inc - Class A | -0.7% | -24.45% | Trim |
| 22 | MDB | Mongodb Inc | -0.9% | +5.81% | Add |
| 23 | FND | Floor & Decor Holdings Inc-a | -1.2% | -1.24% | Trim |
| 24 | APP | Applovin Corp-class A | -1.3% | -61.49% | Trim |
| 25 | EXK | Exact Sciences CORP | -1.4% | +10.19% | Add |
| 26 | TDG | Transdigm Group Inc | -2.3% | EXIT | Sold out |
| 27 | ASND | Ascendis Pharma A/S | -6.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Spyglass Capital Management LLC reported a total U.S. public equity portfolio value of $1.8B across 25 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AFRM, APP, FOUR) accounted for 26.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ILMN
市值: $71.9M
Top Position Liquidated / Trimmed
ASND
前期市值: $97.5M
During Q4 2024, Spyglass Capital Management LLC's top holdings by market value included AFRM (5.8%)、APP (5.7%)、FOUR (5.7%). The largest single position, AFRM, represented 5.8% of total portfolio value.
In Q4 2024, Spyglass Capital Management LLC made 27 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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