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

Top Buys

1
+$165M
2
+$139M
3
+$64.8M
4
EXAS icon
Exact Sciences
EXAS
+$57.7M
5
ASND icon
Ascendis Pharma
ASND
+$40.8M

Top Sells

1
+$177M
2
+$113M
3
+$86.5M
4
EQIX icon
Equinix
EQIX
+$18.6M
5
TWTR
Twitter, Inc.
TWTR
+$12.2M

Sector Composition

1 Technology 35.44%
2 Consumer Discretionary 25.15%
3 Healthcare 12.82%
4 Communication Services 11.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,639,750
27
– –
-726,839
1
2