Spyglass Capital Management LLC
Greenbrae CA · SEC CIK 0001654344
$18.47亿2026Q2 申报市值
25持仓数
51.5%前十大占比 · 第一大 6.8%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QXO 新建仓+$6,296.13万
ASND 新建仓+$5,745.10万
MKSI 新建仓+$5,272.04万
CSGP 加仓+$4,484.40万
CHYM 加仓+$4,319.35万
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$8,416.62万
CRDO 减仓-$5,180.29万
KNSL 清仓-$4,681.73万
NCNO 清仓-$4,621.69万
RBLX 清仓-$4,411.63万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | $1.25亿 | 6.79% | 1,537,840 | -124,485 | -7.5% | -$1,015.18万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.09亿 | 5.91% | 401,503 | -190,487 | -32.2% | -$5,180.29万 | 减仓 |
| IOT | SAMSARA INC | $1.00亿 | 5.42% | 3,085,655 | 139,009 | 4.7% | $450.81万 | 加仓 |
| AAON | AAON INC | $9,852.32万 | 5.33% | 776,629 | -82,211 | -9.6% | -$1,042.93万 | 减仓 |
| APP | APPLOVIN CORP | $9,842.34万 | 5.33% | 191,028 | 24,471 | 14.7% | $1,260.82万 | 加仓 |
| FICO | FAIR ISAAC CORP | $8,954.64万 | 4.85% | 74,948 | 18,598 | 33.0% | $2,222.05万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $8,919.62万 | 4.83% | 1,833,803 | 82,663 | 4.7% | $402.07万 | 加仓 |
| SNOW | SNOWFLAKE INC | $8,398.78万 | 4.55% | 330,011 | -22,257 | -6.3% | -$566.44万 | 减仓 |
| ILMN | ILLUMINA INC | $8,066.50万 | 4.37% | 458,767 | 133,718 | 41.1% | $2,351.16万 | 加仓 |
| CSGP | COSTAR GROUP INC | $7,631.38万 | 4.13% | 2,694,697 | 1,583,473 | 142.5% | $4,484.40万 | 加仓 |
| MDB | MONGODB INC | $7,498.16万 | 4.06% | 223,226 | -29,948 | -11.8% | -$1,005.95万 | 减仓 |
| DASH | DOORDASH INC | $7,353.23万 | 3.98% | 398,484 | 100,308 | 33.6% | $1,850.98万 | 加仓 |
| CHYM | CHIME FINL INC | $6,976.00万 | 3.78% | 3,406,249 | 2,109,057 | 162.6% | $4,319.35万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $6,801.45万 | 3.68% | 1,958,379 | 20,610 | 1.1% | $71.58万 | 加仓 |
| HUBS | HUBSPOT INC | $6,777.78万 | 3.67% | 371,365 | 57,443 | 18.3% | $1,048.39万 | 加仓 |
| CVNA | CARVANA CO | $6,533.50万 | 3.54% | 992,632 | 155,677 | 18.6% | $1,024.67万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $6,374.41万 | 3.45% | 120,365 | 64,610 | 115.9% | $3,421.68万 | 加仓 |
| QXO | QXO INC | $6,296.13万 | 3.41% | 3,643,593 | 3,643,593 | — | $6,296.13万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,905.10万 | 3.20% | 157,335 | -76,012 | -32.6% | -$2,852.88万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $5,745.10万 | 3.11% | 215,398 | 215,398 | — | $5,745.10万 | 新建仓 |
| MKSI | MKS INC. | $5,272.04万 | 2.85% | 118,526 | 118,526 | — | $5,272.04万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $4,930.57万 | 2.67% | 611,657 | 27,524 | 4.7% | $221.87万 | 加仓 |
| APG | API GROUP CORP | $4,924.49万 | 2.67% | 1,162,808 | -108,291 | -8.5% | -$458.61万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,276.91万 | 2.32% | 1,052,908 | 47,537 | 4.7% | $193.10万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $3,940.15万 | 2.13% | 705,361 | 705,361 | — | $3,940.15万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -367,972 | -100.0% | -$8,416.62万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -137,029 | -100.0% | -$4,681.73万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -3,085,237 | -100.0% | -$4,621.69万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -779,991 | -100.0% | -$4,411.63万 | 清仓 |