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
$2.16B
AUM Growth
+$549M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$40.9M
3 +$27.7M
4
ULTA icon
Ulta Beauty
ULTA
+$24.5M
5
XYZ
Block Inc
XYZ
+$23.2M

Top Sells

1 +$69.1M

Sector Composition

1 Technology 36.76%
2 Consumer Discretionary 20.68%
3 Healthcare 14.26%
4 Communication Services 12.39%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$212K 0.01%
2,056
27
-401,047