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
$1.41B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$32.8M
3
+$11.4M
4
MTCH icon
Match Group
MTCH
+$4.14M
5
PTON icon
Peloton Interactive
PTON
+$2.37M

Top Sells

1
+$69.2M
2
+$47.1M
3
+$37.6M
4
PANW icon
Palo Alto Networks
PANW
+$27.1M
5
AMG icon
Affiliated Managers Group
AMG
+$23M

Sector Composition

1 Technology 36.05%
2 Communication Services 18.75%
3 Healthcare 18.28%
4 Consumer Discretionary 18.11%
5 Financials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-46,784
27
– –
-933,984
1
2