Spyglass Capital Management’s Astera Labs ALAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$66.4M	Sell	734,570 -173,379	-19%	-$15.7M	3.92%	12
2025 Q1	$54.2M	Buy	907,949 +452,637	+99%	+$27M	3.72%	12
2024 Q4	$60.3M	Sell	455,312 -280,809	-38%	-$37.2M	3.39%	18
2024 Q3	$38.6M	Buy	+736,121	New	+$38.6M	2.53%	22