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
$1.38B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$41.9M
2 +$20.5M
3 +$13.5M
4
SPLK
Splunk Inc
SPLK
+$2.73M
5
MTCH icon
Match Group
MTCH
+$2.52M

Top Sells

1 +$34.1M
2 +$33.9M
3 +$29.6M
4
FIVE icon
Five Below
FIVE
+$10M
5
PANW icon
Palo Alto Networks
PANW
+$6.77M

Sector Composition

1 Technology 39.63%
2 Communication Services 18.62%
3 Consumer Discretionary 15.28%
4 Healthcare 11.21%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-48,548
27
-831,037