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Hedge Funds Similar to Spyglass

13F Portfolio OverlapQ1 2026Spyglass portfolio →
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Most similar hedge funds by 13F overlap

Spyglass Capital Management LLC is an institutional investor managing $1.3B across 24 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Spyglass are Bienville ,, GLYNN, Steadview, with shared positions in $IOT, $DASH, $AFRM, $SNOW, $RBLX, $MDB. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive
Notable overlap · 7 shared positions
$IOT$DASH$AFRM$SNOW$RBLX$MDB
$550M
74 positions
#2GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$IOT$APP$RBLX$SNOW$MDB
$209M
42 positions
#3Steadview Capital Management LLCActive
Notable overlap · 5 shared positions
$APP$CVNA$DASH$AFRM$RBLX
$227M
12 positions
#4Durable Capital Partners LPActive
Notable overlap · 6 shared positions
$APG$DASH$CVNA$FOUR$AFRM$RBLX
$9.7B
37 positions
#5DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$CRDO$FOUR$GLBE$SNOW$APP$PCOR
$158M
39 positions
#6Octahedron Capital Management L.P.Active
Notable overlap · 4 shared positions
$CVNA$IOT$SNOW$MDB
$138M
18 positions
#7No Street GP LPActive
Notable overlap · 3 shared positions
$APP$FICO$CVNA
$1.5B
32 positions
#8Arthedge Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$MDB$GLBE$SNOW
$115M
11 positions
#9Capital Impact Advisors, LLCPassive
Notable overlap · 5 shared positions
$APP$DASH$MDB$AFRM$MEDP
$247M
30 positions
#10General Equity Holdings LPActive
Notable overlap · 4 shared positions
$APP$CVNA$DASH$AFRM
$135M
11 positions
#11Lead Edge Capital Management, LLCActive
Notable overlap · 3 shared positions
$MDB$PCOR$NCNO
$408M
12 positions
#12Metavasi Capital LPActive
Notable overlap · 3 shared positions
$APP$CVNA$DASH
$276M
21 positions
#13Jericho Capital Asset Management L.P.Active
Notable overlap · 3 shared positions
$APP$MDB$SNOW
$6.8B
23 positions
#14Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$AFRM$RBLX$DASH
$308M
17 positions
#15Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$PCOR$CVNA$RBLX
$372M
14 positions
#16Manchester Global Management (UK) LtdActive
Notable overlap · 3 shared positions
$SNOW$MDB$CDNS
$749M
23 positions
#17TREMBLANT CAPITAL GROUPActive
Notable overlap · 5 shared positions
$DASH$MDB$AFRM$CSGP$CVNA
$3.1B
57 positions
#18RDST Capital LLCActive
Notable overlap · 3 shared positions
$CVNA$DASH$HUBS
$1.0B
20 positions
#19HMI Capital, LLCActive
Notable overlap · 3 shared positions
$FICO$NCNO$RBLX
$754M
11 positions
#20Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$APP$CVNA$RBLX$MDB
$7.7B
35 positions
#21Dragoneer Investment Group, LLCSmart money
Notable overlap · 3 shared positions
$GLBE$CVNA$CHYM
$3.0B
17 positions
#22LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$CDNS$KNSL$PCOR
$273M
52 positions
#23Foxhaven Asset Management, LPSmart money
Notable overlap · 3 shared positions
$DASH$RBLX$AFRM
$3.2B
14 positions
#24NZS Capital, LLCActive
Notable overlap · 5 shared positions
$CDNS$SNOW$DASH$GLBE$CSGP
$3.0B
58 positions
#25SCGE MANAGEMENT, L.P.Smart money
Notable overlap · 4 shared positions
$DASH$SNOW$CRDO$CHYM
$3.3B
21 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.