Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Spyglass Growth Fund Manager Directed Portfolios · 25 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Spyglass Growth Fund |
|---|---|
| Affirm Holdings Inc | 6.72 % |
| Credo Technology Group Holding Ltd | 5.85 % |
| Samsara Inc | 5.36 % |
| AppLovin Corp | 5.28 % |
| AAON Inc | 5.27 % |
| Fair Isaac Corp | 4.79 % |
| Shift4 Payments Inc | 4.78 % |
| Snowflake Inc | 4.50 % |
| Illumina Inc | 4.32 % |
| CoStar Group Inc | 4.09 % |
| MongoDB Inc | 4.01 % |
| DoorDash Inc | 3.94 % |
| Chime Financial Inc | 3.74 % |
| Global-e Online Ltd | 3.64 % |
| HubSpot Inc | 3.63 % |
| Carvana Co | 3.50 % |
| Medpace Holdings Inc | 3.41 % |
| QXO Inc | 3.37 % |
| Cadence Design Systems Inc | 3.17 % |
| Ascendis Pharma A/S | 3.08 % |
| MKS Inc | 2.82 % |
| Loar Holdings Inc | 2.64 % |
| API GROUP CORP | 2.64 % |
| Procore Technologies Inc | 2.29 % |
| Forgent Power Solutions Inc | 2.11 % |
Titelia read 25 lines in these 1 funds.