Spyglass Capital Management LLC - Q42025 Holdings

Spyglass Capital Management LLC holds 25 stocks with a total portfolio value of $ 2B as of Q42025. In Q42025, Spyglass Capital Management LLC added 2 new positions, increased stakes in 16 stocks, reduced 7 holdings, and fully exited 2 positions. The largest holding is Mongodb Inc (MDB), representing 5.57% of the total portfolio.