Spyglass Capital Management LLC
Greenbrae CA · SEC CIK 0001654344
$14.13亿2026Q1 申报市值
25持仓数
51.8%前十大占比 · 第一大 6.6%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RBLX 新建仓+$4,411.63万
CHYM 新建仓+$2,429.64万
CRDO 加仓+$1,906.78万
IOT 加仓+$1,900.29万
APP 加仓+$1,827.58万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$5,483.08万
DUOL 清仓-$5,034.62万
APG 减仓-$4,122.74万
AAON 减仓-$2,814.17万
GLBE 减仓-$2,300.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -539,886 | -100.0% | -$5,483.08万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -286,873 | -100.0% | -$5,034.62万 | 清仓 |
| CHYM | CHIME FINL INC | $2,429.64万 | 1.72% | 1,297,192 | 1,297,192 | — | $2,429.64万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $2,677.30万 | 1.90% | 55,755 | -13,420 | -19.4% | -$644.41万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $3,346.50万 | 2.37% | 584,133 | -319,998 | -35.4% | -$1,833.27万 | 减仓 |
| ILMN | ILLUMINA INC | $4,006.55万 | 2.84% | 325,049 | -76,484 | -19.0% | -$942.74万 | 减仓 |
| RBLX | ROBLOX CORP | $4,411.63万 | 3.12% | 779,991 | 779,991 | — | $4,411.63万 | 新建仓 |
| DASH | DOORDASH INC | $4,477.11万 | 3.17% | 298,176 | 27,606 | 10.2% | $414.50万 | 加仓 |
| CSGP | COSTAR GROUP INC | $4,482.68万 | 3.17% | 1,111,224 | -467,225 | -29.6% | -$1,884.79万 | 减仓 |
| NCNO | NCINO INC | $4,621.69万 | 3.27% | 3,085,237 | 175,357 | 6.0% | $262.68万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $4,681.73万 | 3.31% | 137,029 | -60,157 | -30.5% | -$2,055.32万 | 减仓 |
| APG | API GROUP CORP | $5,150.49万 | 3.65% | 1,271,099 | -1,017,459 | -44.5% | -$4,122.74万 | 减仓 |
| CVNA | CARVANA CO | $5,262.44万 | 3.73% | 167,391 | -13,277 | -7.3% | -$417.40万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,312.91万 | 3.76% | 352,268 | 23,450 | 7.1% | $353.67万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,557.01万 | 3.93% | 591,990 | 203,130 | 52.2% | $1,906.78万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $5,730.61万 | 4.06% | 1,005,371 | -75,972 | -7.0% | -$433.04万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $5,978.02万 | 4.23% | 1,937,769 | -745,544 | -27.8% | -$2,300.00万 | 减仓 |
| FICO | FAIR ISAAC CORP | $6,015.59万 | 4.26% | 56,350 | 6,811 | 13.7% | $727.10万 | 加仓 |
| MDB | MONGODB INC | $6,196.94万 | 4.39% | 253,174 | -12,089 | -4.6% | -$295.90万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,484.01万 | 4.59% | 233,347 | -38,145 | -14.1% | -$1,059.94万 | 减仓 |
| APP | APPLOVIN CORP | $6,628.97万 | 4.69% | 166,557 | 45,919 | 38.1% | $1,827.58万 | 加仓 |
| AAON | AAON INC | $7,106.90万 | 5.03% | 858,840 | -340,081 | -28.4% | -$2,814.17万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $7,616.77万 | 5.39% | 1,662,325 | 218,745 | 15.2% | $1,002.29万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $7,657.74万 | 5.42% | 1,751,140 | 53,220 | 3.1% | $232.73万 | 加仓 |
| HUBS | HUBSPOT INC | $7,662.84万 | 5.42% | 313,922 | 48,993 | 18.5% | $1,195.92万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $8,416.62万 | 5.96% | 367,972 | -47,577 | -11.4% | -$1,088.23万 | 减仓 |
| IOT | SAMSARA INC | $9,337.92万 | 6.61% | 2,946,646 | 599,651 | 25.5% | $1,900.29万 | 加仓 |