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

Top Buys

1
+$82.7M
2
+$60.3M
3
+$46.5M
4
AFRM icon
Affirm
AFRM
+$44.6M
5
CABO icon
Cable One
CABO
+$29.7M

Top Sells

1
+$137M
2
+$103M
3
+$90.4M
4
EQIX icon
Equinix
EQIX
+$84.4M
5
GDDY icon
GoDaddy
GDDY
+$51.2M

Sector Composition

1 Technology 36.89%
2 Consumer Discretionary 19.61%
3 Communication Services 16.26%
4 Healthcare 15.39%
5 Financials 5.34%
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