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
$1.39B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$57.5M
3
+$51.4M
4
GLBE icon
Global E Online
GLBE
+$16.1M
5
EXAS icon
Exact Sciences
EXAS
+$15.5M

Top Sells

1
+$81.3M
2
+$57.7M
3
+$44.2M
4
LYFT icon
Lyft
LYFT
+$37M
5
NTNX icon
Nutanix
NTNX
+$34.8M

Sector Composition

1 Technology 37.07%
2 Consumer Discretionary 16.85%
3 Industrials 13.58%
4 Communication Services 12.36%
5 Healthcare 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-633,889
27
– –
-3,506,583
28
– –
-302,411
1
2