SCM

Spyglass Capital Management Portfolio holdings

AUM $1.7B
1-Year Est. Return 55.23%
This Quarter Est. Return
1 Year Est. Return
+55.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$39.6M
3
+$33.6M
4
CSGP icon
CoStar Group
CSGP
+$24.7M
5
APG icon
APi Group
APG
+$17.8M

Top Sells

1
+$47.9M
2
+$38.3M
3
+$37.9M
4
GDDY icon
GoDaddy
GDDY
+$31.8M
5
APP icon
Applovin
APP
+$16.5M

Sector Composition

1 Technology 44.56%
2 Healthcare 15.83%
3 Consumer Discretionary 13.15%
4 Financials 9.22%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
26
Fair Isaac
FICO
$39B
– –
-20,782
GDDY icon
27
GoDaddy
GDDY
$18.1B
– –
-176,722
WSC icon
28
WillScot Mobile Mini Holdings
WSC
$3.97B
– –
-1,723,601
1
2