Spyglass Capital Management LLC

报告期 2026-03-31 · CIK 0001654344

持仓数

前50大市值合计

$1.41B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q4 调仓2022-09-30 → 2022-12-31 · 共 26 项建仓 1增持 7减持 17清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

PSTG PURE STORAGE INC

+$36.7M

1,370,638

减持

PCRX PACIRA BIOSCIENCES INC

-$33.1M

868,686 -31%

减持

APP APPLOVIN CORP

-$31.7M

2,775,182 -11%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

BFAM BRIGHT HORIZONS FAM SOL IN D

增持

AFRM AFFIRM HLDGS INC

-$26.4M

3,351,631 +7%

减持

PANW PALO ALTO NETWORKS INC

-$23.5M

361,864 -20%

增持

— OAK STR HEALTH INC

+$21.0M

2,498,841 +87%

减持

— LESLIES INC

-$19.6M

4,509,586 -11%

减持

LYFT LYFT INC

-$18.0M

4,722,584 -11%

减持

MTCH MATCH GROUP INC NEW

-$14.4M

1,173,989 -11%

减持

FIVE FIVE BELOW INC

-$13.6M

323,802 -37%

减持

NTNX NUTANIX INC

-$12.7M

2,493,058 -33%

减持

— ASCENDIS PHARMA A/S

-$10.8M

714,461 -25%

减持

— SPLUNK INC

-$9.4M

510,238 -28%

增持

GTM ZOOMINFO TECHNOLOGIES INC

+$9.4M

2,151,015 +62%

增持

ROKU ROKU INC

-$8.7M

612,096 +3%

增持

— SPOTIFY TECHNOLOGY S A

+$4.3M

568,696 +21%

减持

TDG TRANSDIGM GROUP INC

+$4.1M

104,997 -11%

减持

GDDY GODADDY INC

-$4.1M

885,115 -11%

减持

AMG AFFILIATED MANAGERS GROUP IN

+$3.9M

419,541 -25%

减持

PTON PELOTON INTERACTIVE INC

+$3.4M

3,636,918 -1%

减持

— MOMENTIVE GLOBAL INC

+$2.3M

5,011,269 -11%

增持

DDOG DATADOG INC

-$2.2M

653,519 +16%

增持

CABO CABLE ONE INC

+$2.1M

50,823 +27%

减持

EXAS EXACT SCIENCES CORP

+$2.0M

1,269,203 -32%

减持

MTN VAIL RESORTS INC

-$1.0M

231,453 -11%