SCM

Spyglass Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$46.1M
3
+$38.2M
4
EXAS icon
Exact Sciences
EXAS
+$27.3M
5
PANW icon
Palo Alto Networks
PANW
+$27M

Top Sells

1
+$33.8M
2
+$27.8M
3
+$13M
4
DXCM icon
DexCom
DXCM
+$10.4M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.1M

Sector Composition

1 Technology 42.86%
2 Consumer Discretionary 21.34%
3 Healthcare 15.8%
4 Communication Services 8%
5 Real Estate 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-606,288
27
– –
-636,478
28
– –
-830,843
1
2