Your funds, side by side
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 Mar 31, 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 |
|---|---|
| Samsara Inc | 6.54 % |
| Ascendis Pharma A/S | 5.90 % |
| HubSpot Inc | 5.37 % |
| Shift4 Payments Inc | 5.37 % |
| Affirm Holdings Inc | 5.34 % |
| AAON Inc | 4.98 % |
| AppLovin Corp | 4.65 % |
| Cadence Design Systems Inc | 4.54 % |
| MongoDB Inc | 4.34 % |
| Fair Isaac Corp | 4.21 % |
| Global-e Online Ltd | 4.19 % |
| Procore Technologies Inc | 4.02 % |
| Credo Technology Group Holding Ltd | 3.89 % |
| Snowflake Inc | 3.72 % |
| Carvana Co | 3.69 % |
| API Group Corp | 3.61 % |
| Kinsale Capital Group Inc | 3.28 % |
| nCino Inc | 3.24 % |
| CoStar Group Inc | 3.14 % |
| DoorDash Inc | 3.14 % |
| ROBLOX Corp | 3.09 % |
| Illumina Inc | 2.81 % |
| Loar Holdings Inc | 2.35 % |
| Medpace Holdings Inc | 1.88 % |
| Chime Financial Inc | 1.70 % |
1 funds, 25 lines read.