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
$3.77B
AUM Growth
-$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$63.6M
3
+$32.2M
4
APP icon
Applovin
APP
+$24.8M
5
VRM icon
Vroom Inc
VRM
+$21.8M

Top Sells

1
+$202M
2
+$163M
3
+$119M
4
AMG icon
Affiliated Managers Group
AMG
+$18.6M
5
MTN icon
Vail Resorts
MTN
+$15.7M

Sector Composition

1 Technology 37.32%
2 Consumer Discretionary 20.23%
3 Healthcare 13.55%
4 Communication Services 13.4%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,081,829
1
2