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

Top Buys

1 +$106M
2 +$80.3M
3 +$42.8M
4
PFPT
Proofpoint, Inc.
PFPT
+$42.4M
5
EQIX icon
Equinix
EQIX
+$29.8M

Top Sells

1 +$36.6M
2 +$9.4M
3 +$6.91M
4
ROKU icon
Roku
ROKU
+$5.09M
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