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

Top Buys

1 +$84.6M
2 +$83.7M
3 +$79M
4
BYND icon
Beyond Meat
BYND
+$39.2M
5
LYFT icon
Lyft
LYFT
+$32.8M

Top Sells

1 +$187M
2 +$17.4M
3 +$11.3M

Sector Composition

1 Technology 35.62%
2 Consumer Discretionary 23.65%
3 Healthcare 10.71%
4 Financials 9.74%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,483,570