SCM
Spyglass Capital Management Portfolio holdings
AUM
$1.7B
This Quarter Return
+10.25%
1 Year Return
+55.23%
3 Year Return
+191.27%
5 Year Return
+168.07%
10 Year Return
–
AUM
$4.49B
AUM Growth
+$4.49B
(+18%)
Cap. Flow
+$390M
Cap. Flow
% of AUM
8.67%
Top 10 Holdings %
Top 10 Hldgs %
52.34%
Holding
26
New
1
Increased
22
Reduced
2
Closed
1
Top Buys
| 1 |
Stitch Fix
SFIX
|
$99.6M |
| 2 |
Peloton Interactive
PTON
|
$97.5M |
| 3 |
Vroom, Inc. Common Stock
VRM
|
$77.8M |
| 4 |
Beyond Meat
BYND
|
$46.5M |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
$34.7M |
Top Sells
| 1 |
PFPT
Proofpoint, Inc.
PFPT
|
$187M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$18.3M |
| 3 |
Five Below
FIVE
|
$11.4M |
Sector Composition
| 1 | Technology | 35.62% |
| 2 | Consumer Discretionary | 28.19% |
| 3 | Healthcare | 10.71% |
| 4 | Communication Services | 8.91% |
| 5 | Consumer Staples | 6.4% |