Spyglass Capital Management LLC - Q12026 Holdings

Spyglass Capital Management LLC holds 25 stocks with a total portfolio value of $ 1.41B as of Q12026. In Q12026, Spyglass Capital Management LLC added 2 new positions, increased stakes in 10 stocks, reduced 13 holdings, and fully exited 2 positions. The largest holding is Samsara Inc (IOT), representing 6.61% of the total portfolio.