How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Spyglass

13F Portfolio OverlapQ2 2026Spyglass portfolio →

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Most similar hedge funds by 13F overlap

Spyglass Capital Management LLC is an institutional investor managing $1.8B across 25 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Spyglass are DEEPWATER ASSET, Durable Partners, CATALYST PRIVATE WEALTH, with shared positions in $CRDO, $APP, $GLBE, $SNOW, $DASH, $CVNA. The full ranking of 25 similar funds is below.

#1DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$CRDO $APP $GLBE $SNOW $DASH

$220M

35 positions

#2Durable Capital Partners LPActive

Notable overlap · 5 shared positions

$DASH $CVNA $AFRM $APG $FOUR

$10.3B

36 positions

#3CATALYST PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$AFRM $IOT $DASH $SNOW

$207M

82 positions

#4Steadview Capital Management LLCActive

Notable overlap · 4 shared positions

$APP $DASH $CVNA $AFRM

$333M

14 positions

#5Capital Impact Advisors, LLCActive

Notable overlap · 5 shared positions

$APP $AFRM $MDB $DASH $MEDP

$1.8B

29 positions

#6Octahedron Capital Management L.P.Active

Notable overlap · 4 shared positions

$SNOW $IOT $CVNA $DASH

$195M

15 positions

#7TREMBLANT CAPITAL GROUPActive

Notable overlap · 5 shared positions

$DASH $AFRM $MKSI $MDB $CVNA

$3.5B

58 positions

#8No Street GP LPActive

Notable overlap · 3 shared positions

$APP $FICO $CVNA

$1.7B

32 positions

#9Bienville Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DASH $SNOW $GLBE $APP $MDB

$750M

95 positions

#10SOMA EQUITY PARTNERS LPActive

Notable overlap · 4 shared positions

$DASH $MDB $CRDO $SNOW

$1.4B

24 positions

#11FirstWave Capital Management LLCPassive

Notable overlap · 4 shared positions

$APP $CRDO $FPS $MDB

$227M

63 positions

#12Benchstone Capital Management LPActive

Notable overlap · 4 shared positions

$SNOW $DASH $MDB $CRDO

$828M

37 positions

#13General Equity Holdings LPActive

Notable overlap · 3 shared positions

$APP $DASH $CVNA

$167M

13 positions

#14Sunstone Asset Management, L.P.Passive

Notable overlap · 4 shared positions

$SNOW $DASH $MKSI $MDB

$92M

57 positions

#15Daventry Group, LPActive

Notable overlap · 3 shared positions

$IOT $MDB $MKSI

$133M

11 positions

#16Barrier Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $DASH $QXO

$137M

18 positions

#17Metavasi Capital LPActive

Notable overlap · 3 shared positions

$APP $DASH $CVNA

$287M

25 positions

#18RDST Capital LLCActive

Notable overlap · 3 shared positions

$DASH $HUBS $CVNA

$1.2B

18 positions

#19LIGHT STREET CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$CHYM $MKSI $SNOW $MDB

$903M

28 positions

#20Manchester Global Management (UK) LtdActive

Notable overlap · 3 shared positions

$SNOW $CDNS $MDB

$906M

23 positions

#21Kinetic Partners Management, LPSmart money

Notable overlap · 5 shared positions

$SNOW $MDB $CVNA $DASH $APP

$4.2B

47 positions

#22Capital Investment Services of America, Inc.Active

Notable overlap · 4 shared positions

$SNOW $ILMN $APG $IOT

$1.0B

83 positions

#23Selkirk Management LLCActive

Notable overlap · 3 shared positions

$APP $CVNA $CRDO

$321M

14 positions

#24SPRUCE HOUSE INVESTMENT MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$APP $CVNA $QXO

$3.4B

11 positions

#25Whale Rock Capital Management LLCActive

Notable overlap · 5 shared positions

$MKSI $CVNA $APP $SNOW $MDB

$12.5B

35 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.