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
$1.52B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$38.5M
3
+$21.7M
4
MDB icon
MongoDB
MDB
+$21.5M
5
SNOW icon
Snowflake
SNOW
+$12.2M

Top Sells

1
+$48.1M
2
+$35.8M
3
+$30M
4
PANW icon
Palo Alto Networks
PANW
+$28.3M
5
SG icon
Sweetgreen
SG
+$16.3M

Sector Composition

1 Technology 35.03%
2 Consumer Discretionary 20.61%
3 Healthcare 18.85%
4 Industrials 9.48%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-441,331
27
– –
-167,090
1
2