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
$4.49B
AUM Growth
+$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$97.5M
3
+$77.8M
4
BYND icon
Beyond Meat
BYND
+$46.5M
5
TWTR
Twitter, Inc.
TWTR
+$34.7M

Top Sells

1
+$187M
2
+$18.3M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,483,570
1
2