Spyglass Capital Management LLC

Portfolio Overview

Spyglass Capital Management LLC manages a concentrated portfolio totaling approximately $1.46 billion across 19 holdings as of the report date September 30, 2025. The firm employs a high-conviction strategy, evidenced by the low number of holdings and the relatively even weighting among top positions. The largest position, AppLovin Corp (APP), constitutes 8.64% of the portfolio, while the top ten holdings range between 5% and 9%, indicating a lack of traditional "bar-bell...