13FBOX
Spyglass Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Spyglass Capital Management LLC

No.1848 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.47亿
环比变动 Q1 2026
+$4.35亿+30.8%
持仓股票数
25
新买入
3
加仓
14
减仓
8
清仓
3
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AFFIRM COM CL AAFRM
6.79%5.39%$1.25亿153.8万股$7,616.8万166.2万股-12.4万股-7.49%减仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
5.91%3.93%$1.09亿40.2万股$5,557.0万59.2万股-19.0万股-32.18%减仓
SSAMSARA INC CLASS AIOT
5.42%6.61%$1.00亿308.6万股$9,337.9万294.7万股+13.9万股+4.72%加仓
AAAONAAON
5.33%5.03%$9,852.3万77.7万股$7,106.9万85.9万股-8.2万股-9.57%减仓
AAPPLOVINAPP
5.33%4.69%$9,842.3万19.1万股$6,629.0万16.7万股+2.4万股+14.69%加仓
FICOFICO
4.85%4.26%$8,954.6万7.5万股$6,015.6万5.6万股+1.9万股+33.00%加仓
SHIFT4 PMTSFOUR
4.83%5.42%$8,919.6万183.4万股$7,657.7万175.1万股+8.3万股+4.72%加仓
SNOWFLAKE COM SHSSNOW
4.55%3.76%$8,398.8万33.0万股$5,312.9万35.2万股-2.2万股-6.32%减仓
ILLUMINAILMN
4.37%2.84%$8,066.5万45.9万股$4,006.6万32.5万股+13.4万股+41.14%加仓
CoStarCSGP
4.13%3.17%$7,631.4万269.5万股$4,482.7万111.1万股+158.3万股+142.50%加仓
MONGODB CL AMDB
4.06%4.39%$7,498.2万22.3万股$6,196.9万25.3万股-3.0万股-11.83%减仓
DDOORDASHDASH
3.98%3.17%$7,353.2万39.8万股$4,477.1万29.8万股+10.0万股+33.64%加仓
CCHIME FINLCHYM
3.78%1.72%$6,976.0万340.6万股$2,429.6万129.7万股+210.9万股+162.59%加仓
GGLOBAL E ONLINEGLBE
3.68%4.23%$6,801.5万195.8万股$5,978.0万193.8万股+2.1万股+1.06%加仓
HubSpotHUBS
3.67%5.42%$6,777.8万37.1万股$7,662.8万31.4万股+5.7万股+18.30%加仓
CCARVANA CL ACVNA
3.54%3.73%$6,533.5万99.3万股$5,262.4万16.7万股+82.5万股+493.00%加仓
MEDPACEMEDP
3.45%1.9%$6,374.4万12.0万股$2,677.3万5.6万股+6.5万股+115.88%加仓
QQXOQXO
3.41%$6,296.1万364.4万股$00股+364.4万股新买入
CADENCE DESIGN SYSTEM COMAYI
3.2%4.59%$5,905.1万15.7万股$6,484.0万23.3万股-7.6万股-32.57%减仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
3.11%5.96%$5,745.1万21.5万股$8,416.6万36.8万股-15.3万股-41.46%减仓
MMKSMKSI
2.85%$5,272.0万11.9万股$00股+11.9万股新买入
LOARLOAR
2.67%2.37%$4,930.6万61.2万股$3,346.5万58.4万股+2.8万股+4.71%加仓
AAPI COM STKAPG
2.67%3.65%$4,924.5万116.3万股$5,150.5万127.1万股-10.8万股-8.52%减仓
PPROCORE TECHNOLOGIESPCOR
2.32%4.06%$4,276.9万105.3万股$5,730.6万100.5万股+4.8万股+4.73%加仓
FFORGENT POWER SOLUTIONSFPS
2.13%$3,940.1万70.5万股$00股+70.5万股新买入

🧭 机构资金流板块热力图

净流出 净流入