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
$258M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$5.53M
3 +$5.41M
4
GDDY icon
GoDaddy
GDDY
+$5.17M
5
EQIX icon
Equinix
EQIX
+$4.95M

Top Sells

1 +$2.66M
2 +$89.9K
3 +$5.36K

Sector Composition

1 Technology 43.68%
2 Healthcare 13.8%
3 Communication Services 9.63%
4 Consumer Discretionary 9.56%
5 Real Estate 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$496K 0.19%
9,631
-1,746