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
$317M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$7.79M
3 +$7.15M
4
PCRX icon
Pacira BioSciences
PCRX
+$6.14M
5
SPLK
Splunk Inc
SPLK
+$4.69M

Top Sells

1 +$6.14M
2 +$5.56M
3 +$2.11M
4
ULTA icon
Ulta Beauty
ULTA
+$1.03M
5
BFH icon
Bread Financial
BFH
+$955K

Sector Composition

1 Technology 44.14%
2 Healthcare 17.25%
3 Communication Services 9.57%
4 Real Estate 8.68%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$405K 0.13%
8,759
-872
27
-47,512