Letters by company

Fair Isaac CORP

1 letter discussing FICO. Everything written about it on this site is on its ticker page.

Spyglass Capital Management Q3 2026 - Spyglass Investor Letter Spyglass added TKO Group Holdings and sold Fair Isaac, reallocating capital toward TKO’s wholly owned UFC and WWE intellectual property and long-term media-rights potential. The portfolio added to AppLovin, AAON and QXO while trimming Snowflake and Illumina, maintaining conviction that profitable growth companies can outgrow temporary geopolitical and AI-driven market dislocations. Third Quarter 2026 AAON $5.7BAPP $80BCHYM $11B