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
$3.8B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$140M
2 +$123M
3 +$105M
4
BYND icon
Beyond Meat
BYND
+$74M
5
MNTV
Momentive Global Inc. Common Stock
MNTV
+$51.1M

Top Sells

1 +$103M
2 +$98.5M
3 +$31.3M
4
CMG icon
Chipotle Mexican Grill
CMG
+$19M

Sector Composition

1 Technology 39.68%
2 Consumer Discretionary 20.65%
3 Healthcare 12.31%
4 Financials 8.87%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,499,712
27
-296,712