SCM

Spyglass Capital Management Portfolio holdings

AUM $1.88B
1-Year Est. Return 47.29%
This Quarter Est. Return
1 Year Est. Return
+47.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$77.3M
3
+$67.9M
4
HUBS icon
HubSpot
HUBS
+$62.4M
5
DUOL icon
Duolingo
DUOL
+$60.1M

Top Sells

1
+$85.8M
2
+$66.4M
3
+$59.1M
4
APP icon
Applovin
APP
+$57M
5
AFRM icon
Affirm
AFRM
+$53.8M

Sector Composition

1 Technology 44.93%
2 Healthcare 16.6%
3 Industrials 13.09%
4 Consumer Discretionary 10.87%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYBR icon
26
CyberArk
CYBR
$22.8B
– –
-129,248
HOOD icon
27
Robinhood
HOOD
$109B
– –
-916,631
VEEV icon
28
Veeva Systems
VEEV
$36.5B
– –
-205,120
ALAB icon
29
Astera Labs
ALAB
$27.8B
– –
-734,570
1
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