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
$1.5B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$39.4M
3 +$20.9M
4
SNOW icon
Snowflake
SNOW
+$17.2M
5
CSGP icon
CoStar Group
CSGP
+$14.3M

Top Sells

1 +$46M
2 +$44.7M
3 +$30.4M
4
SPOT icon
Spotify
SPOT
+$25.4M
5
MTN icon
Vail Resorts
MTN
+$21.6M

Sector Composition

1 Technology 30.01%
2 Consumer Discretionary 17.62%
3 Healthcare 16.99%
4 Industrials 13.8%
5 Communication Services 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-101,409
27
-1,291,361