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Spyglass Capital Management's investment thesis on Roblox ($RBLX) — Q1 2026 | Buyside Digest

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$RBLXNASDAQRoblox

BULL

Spyglass Capital Management—RBLX

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$36.56USD

-15.6% vs last month

$60.11Pitched

-39.2% since pitch

Market Cap$26.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The online gaming and creation platform is a newly initiated position that has fallen over 50% from its peak due to transitory factors. The company possesses...

— Spyglass Capital Management

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