James Robillard's portfolio
In the Q2 2026 13F, filed August 14, 2026, Spyglass Capital Management reported 25 US stock positions worth $1.8B. The largest was Affirm (AFRM) at 6.8% of the portfolio. New positions: QXO (QXO), Ascendis Pharma AS (ASND) and MKS (MKSI). Added to: Samsara (IOT) and Applovin (APP). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
- SamsaraIOT$100M
- ApplovinAPP$98M
- Fair IsaacFICO$90M
- Shift4 PaymentsFOUR$89M
- IlluminaILMN$81M
- CoStarCSGP$76M
- DoorDashDASH$74M
- Chime FinancialCHYM$70M
- Global-E OnlineGLBE$68M
- HubSpotHUBS$68M
Trimmed
Sold out
None this quarter.
Holdings
25 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| AffirmAFRM | 6.79% | $125M | 1,537,840 | Trimmed |
| Credo Technology Group HoldingCRDO | 5.91% | $109M | 401,503 | Trimmed |
| SamsaraIOT | 5.42% | $100M | 3,085,655 | Added |
| AAONAAON | 5.33% | $99M | 776,629 | Trimmed |
| ApplovinAPP | 5.33% | $98M | 191,028 | Added |
| Fair IsaacFICO | 4.85% | $90M | 74,948 | Added |
| Shift4 PaymentsFOUR | 4.83% | $89M | 1,833,803 | Added |
| SnowflakeSNOW | 4.55% | $84M | 330,011 | Trimmed |
| IlluminaILMN | 4.37% | $81M | 458,767 | Added |
| CoStarCSGP | 4.13% | $76M | 2,694,697 | Added |
| MongoDBMDB | 4.06% | $75M | 223,226 | Trimmed |
| DoorDashDASH | 3.98% | $74M | 398,484 | Added |
| Chime FinancialCHYM | 3.78% | $70M | 3,406,249 | Added |
| Global-E OnlineGLBE | 3.68% | $68M | 1,958,379 | Added |
| HubSpotHUBS | 3.67% | $68M | 371,365 | Added |
| CarvanaCVNA | 3.54% | $65M | 992,632 | Added |
| MedpaceMEDP | 3.45% | $64M | 120,365 | Added |
| QXOQXO | 3.41% | $63M | 3,643,593 | New |
| Cadence Design SystemsCDNS | 3.20% | $59M | 157,335 | Trimmed |
| Ascendis Pharma ASASND | 3.11% | $57M | 215,398 | New |
| MKSMKSI | 2.85% | $53M | 118,526 | New |
| LoarLOAR | 2.67% | $49M | 611,657 | Added |
| Api GroupAPG | 2.67% | $49M | 1,162,808 | Trimmed |
| Procore TechnologiesPCOR | 2.31% | $43M | 1,052,908 | Added |
| Forgent Power SolutionsFPS | 2.13% | $39M | 705,361 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does James Robillard own?
In the Q2 2026 13F, Spyglass Capital Management reported 25 US stock positions worth $1.8B. The largest: Affirm (AFRM) 6.8%, Credo Technology Group Holding (CRDO) 5.9%, Samsara (IOT) 5.4%, AAON (AAON) 5.3%, Applovin (APP) 5.3%.
What did James Robillard buy last quarter?
In Q2 2026: new position in QXO (QXO); new position in Ascendis Pharma AS (ASND); new position in MKS (MKSI); added to Samsara (IOT); added to Applovin (APP); added to Fair Isaac (FICO).
What did James Robillard sell last quarter?
In Q2 2026: cut Affirm (AFRM); cut Credo Technology Group Holding (CRDO); cut AAON (AAON).
When is James Robillard's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.