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SCM
Spyglass Capital Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
7.96%
This Fund
S&P 500
1 Year Est. Return
+7.96%
AUM
$1.41B
AUM Growth
-$586M
(-29%)
Holding
27
Top Buys
| 1 | +$52.4M | |
| 2 | +$29.4M | |
| 3 | +$24.7M | |
| 4 |
Applovin
APP
|
+$22.2M |
| 5 |
Samsara
IOT
|
+$18.3M |
Top Sells
| 1 | +$54.8M | |
| 2 | +$50.3M | |
| 3 | +$43.1M | |
| 4 |
Aaon
AAON
|
+$30.9M |
| 5 |
Global E Online
GLBE
|
+$26.2M |
Sector Composition
| 1 | Technology | 47.44% |
| 2 | Consumer Discretionary | 11.13% |
| 3 | Industrials | 11.05% |
| 4 | Healthcare | 10.69% |
| 5 | Financials | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Duolingo
DUOL
$6.16B
| – | – |
-286,873
|
|
||
|
EXAS
27
DELISTED
Exact Sciences
EXAS
| – | – |
-539,886
|
|