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
$377M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.13M
3
+$7.58M
4
GDDY icon
GoDaddy
GDDY
+$7.41M
5
ULTA icon
Ulta Beauty
ULTA
+$6.05M

Top Sells

1
+$7.04M
2
+$5.95M
3
+$5.69M
4
DXCM icon
DexCom
DXCM
+$2.39M
5
DOCU icon
DocuSign
DOCU
+$1.13M

Sector Composition

1 Technology 43.58%
2 Healthcare 14.89%
3 Communication Services 11.93%
4 Consumer Discretionary 10.56%
5 Real Estate 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-62,942
27
– –
-8,759
28
– –
-34,284
1
2