Spyglass Capital Management LLC 13F 持仓 · 2026年Q2
Spyglass Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 18.47 亿美元。前几大持仓：AFRM（6.79%）、CRDO（5.91%）、IOT（5.42%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AFRM | AFFIRM HLDGS INC | $125.4M | 6.79% | 1.5M | 减持 |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $109.2M | 5.91% | 401,503 | 减持 |
| 3 | IOT | SAMSARA INC | $100.1M | 5.42% | 3.1M | 增持 |
| 4 | AAON | AAON INC | $98.5M | 5.33% | 776,629 | 减持 |
| 5 | APP | APPLOVIN CORP | $98.4M | 5.33% | 191,028 | 增持 |
| 6 | FICO | FAIR ISAAC CORP | $89.5M | 4.85% | 74,948 | 增持 |
| 7 | FOUR | SHIFT4 PMTS INC | $89.2M | 4.83% | 1.8M | 增持 |
| 8 | SNOW | SNOWFLAKE INC | $84.0M | 4.55% | 330,011 | 减持 |
| 9 | ILMN | ILLUMINA INC | $80.7M | 4.37% | 458,767 | 增持 |
| 10 | CSGP | COSTAR GROUP INC | $76.3M | 4.13% | 2.7M | 增持 |
| 11 | MDB | MONGODB INC | $75.0M | 4.06% | 223,226 | 减持 |
| 12 | DASH | DOORDASH INC | $73.5M | 3.98% | 398,484 | 增持 |
| 13 | CHYM | CHIME FINL INC | $69.8M | 3.78% | 3.4M | 增持 |
| 14 | GLBE | GLOBAL E ONLINE LTD | $68.0M | 3.68% | 2.0M | 增持 |
| 15 | HUBS | HUBSPOT INC | $67.8M | 3.67% | 371,365 | 增持 |
| 16 | CVNA | CARVANA CO | $65.3M | 3.54% | 992,632 | 增持 |
| 17 | MEDP | MEDPACE HLDGS INC | $63.7M | 3.45% | 120,365 | 增持 |
| 18 | QXO | QXO INC | $63.0M | 3.41% | 3.6M | 新建仓 |
| 19 | CDNS | CADENCE DESIGN SYSTEM INC | $59.1M | 3.20% | 157,335 | 减持 |
| 20 | ASND | ASCENDIS PHARMA A/S | $57.5M | 3.11% | 215,398 | 新建仓 |
| 21 | MKSI | MKS INC. | $52.7M | 2.85% | 118,526 | 新建仓 |
| 22 | APG | API GROUP CORP | $49.2M | 2.67% | 1.2M | 减持 |
| 23 | LOAR | LOAR HOLDINGS INC | $49.3M | 2.67% | 611,657 | 增持 |
| 24 | PCOR | PROCORE TECHNOLOGIES INC | $42.8M | 2.32% | 1.1M | 增持 |
| 25 | FPS | FORGENT POWER SOLUTIONS INC | $39.4M | 2.13% | 705,361 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR