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
$1.37B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$34.6M
3
+$28.2M
4
FIVE icon
Five Below
FIVE
+$19.9M
5
AFRM icon
Affirm
AFRM
+$15.3M

Top Sells

1
+$55.1M
2
+$38.7M
3
+$33.8M
4
NTNX icon
Nutanix
NTNX
+$30.9M
5
GDDY icon
GoDaddy
GDDY
+$27M

Sector Composition

1 Technology 32.92%
2 Consumer Discretionary 22.17%
3 Healthcare 17.13%
4 Industrials 11.46%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-500,570
27
– –
-328,745
28
– –
-594,042
1
2