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
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$7.22M
2 +$7.19M
3 +$6.54M
4
TWTR
Twitter, Inc.
TWTR
+$6.51M
5
GDDY icon
GoDaddy
GDDY
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.01%
2 Healthcare 14.77%
3 Consumer Discretionary 9.58%
4 Communication Services 9.1%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$614K 0.46%
+11,377