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
$2.93B
AUM Growth
-$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$61.3M
3
+$53.7M
4
AFRM icon
Affirm
AFRM
+$50.4M
5
CABO icon
Cable One
CABO
+$30.9M

Top Sells

1
+$119M
2
+$103M
3
+$90.4M
4
EQIX icon
Equinix
EQIX
+$84.4M
5
AMG icon
Affiliated Managers Group
AMG
+$51.5M

Sector Composition

1 Technology 33.14%
2 Consumer Discretionary 19.61%
3 Communication Services 16.26%
4 Healthcare 15.39%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,879,512
27
– –
-99,824
28
– –
-104,719
1
2