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
$1.24B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$39.9M
2 +$28.3M
3 +$24.3M
4
CABO icon
Cable One
CABO
+$8.09M
5
SPOT icon
Spotify
SPOT
+$7.96M

Top Sells

1 +$33.6M
2 +$30M
3 +$28.9M
4
ASND icon
Ascendis Pharma
ASND
+$27.3M
5
EXAS icon
Exact Sciences
EXAS
+$24.7M

Sector Composition

1 Technology 34.31%
2 Healthcare 19.07%
3 Communication Services 17.59%
4 Consumer Discretionary 15.77%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-500,784