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
$4.36B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$111M
3 +$82.3M
4
EXAS icon
Exact Sciences
EXAS
+$63.8M
5
VRM icon
Vroom Inc
VRM
+$46.9M

Top Sells

1 +$177M
2 +$113M
3 +$76.1M
4
EQIX icon
Equinix
EQIX
+$19.5M
5
TWTR
Twitter, Inc.
TWTR
+$13.2M

Sector Composition

1 Technology 31.66%
2 Consumer Discretionary 21.93%
3 Healthcare 12.82%
4 Financials 12.47%
5 Communication Services 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,639,750
27
-726,839