SCM
Spyglass Capital Management Portfolio holdings
AUM
$2B
1-Year Est. Return
19.42%
This Fund
S&P 500
1 Year Est. Return
+19.42%
AUM
$2B
AUM Growth
+$123M
(+6.6%)
Holding
27
Top Buys
| 1 | +$67.2M | |
| 2 | +$59.8M | |
| 3 | +$50.7M | |
| 4 |
CoStar Group
CSGP
|
+$40.8M |
| 5 |
Fair Isaac
FICO
|
+$37.6M |
Top Sells
| 1 | +$127M | |
| 2 | +$46.4M | |
| 3 | +$34.8M | |
| 4 |
Sweetgreen
SG
|
+$32.4M |
| 5 |
ACV Auctions
ACVA
|
+$30.8M |
Sector Composition
| 1 | Technology | 45.44% |
| 2 | Consumer Discretionary | 12.16% |
| 3 | Industrials | 12.03% |
| 4 | Healthcare | 11.76% |
| 5 | Financials | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
ACV Auctions
ACVA
$837M
| – | – |
-3,113,017
|
|
||
|
27
Sweetgreen
SG
$621M
| – | – |
-4,056,570
|
|