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
$1.33B
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$34.6M
2 +$29.1M
3 +$20.8M
4
GTM
ZoomInfo Technologies
GTM
+$13.6M
5
DDOG icon
Datadog
DDOG
+$11.4M

Top Sells

1 +$53.8M
2 +$35.1M
3 +$18.5M
4
EXAS icon
Exact Sciences
EXAS
+$15.4M
5
FIVE icon
Five Below
FIVE
+$9.64M

Sector Composition

1 Technology 40.47%
2 Communication Services 19.73%
3 Consumer Discretionary 16.78%
4 Healthcare 14.28%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,011,269
27
-2,498,841