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

Top Buys

1 +$44.7M
2 +$23.6M
3 +$18.6M
4
SPLK
Splunk Inc
SPLK
+$3.04M
5
MTCH icon
Match Group
MTCH
+$2.88M

Top Sells

1 +$35.6M
2 +$34.1M
3 +$33.9M
4
FIVE icon
Five Below
FIVE
+$10.1M
5
PANW icon
Palo Alto Networks
PANW
+$8.31M

Sector Composition

1 Technology 42.9%
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