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
$3.26B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$87.7M
2 +$71.4M
3 +$52.7M
4
NTNX icon
Nutanix
NTNX
+$50.3M
5
PANW icon
Palo Alto Networks
PANW
+$29.6M

Top Sells

1 +$46.9M
2 +$9.93M
3 +$7.71M
4
ROKU icon
Roku
ROKU
+$6.45M
5
DXCM icon
DexCom
DXCM
+$212K

Sector Composition

1 Technology 40.73%
2 Consumer Discretionary 18.63%
3 Healthcare 12.66%
4 Communication Services 11.66%
5 Real Estate 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,056