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

Top Buys

1 +$122M
2 +$109M
3 +$36.5M
4
VRM icon
Vroom Inc
VRM
+$34M
5
APP icon
Applovin
APP
+$24.5M

Top Sells

1 +$167M
2 +$163M
3 +$113M
4
AMG icon
Affiliated Managers Group
AMG
+$19M
5
MTN icon
Vail Resorts
MTN
+$16.3M

Sector Composition

1 Technology 33.56%
2 Consumer Discretionary 17.83%
3 Healthcare 13.55%
4 Communication Services 13.4%
5 Financials 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,081,829