SCM

Spyglass Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
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
+$34.5M
2
+$28M
3
+$20.6M
4
ACVA icon
ACV Auctions
ACVA
+$19.7M
5
SNOW icon
Snowflake
SNOW
+$13.1M

Top Sells

1
+$48.1M
2
+$30.6M
3
+$28.3M
4
APP icon
Applovin
APP
+$21M
5
SG icon
Sweetgreen
SG
+$13.9M

Sector Composition

1 Technology 28.74%
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