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
$1.46B
AUM Growth
-$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$62.8M
3
+$41.9M
4
FICO icon
Fair Isaac
FICO
+$38.5M
5
SG icon
Sweetgreen
SG
+$30.1M

Top Sells

1
+$56.6M
2
+$55.2M
3
+$44.1M
4
SPOT icon
Spotify
SPOT
+$39.9M
5
DUOL icon
Duolingo
DUOL
+$36M

Sector Composition

1 Technology 33.7%
2 Healthcare 16.41%
3 Consumer Discretionary 15.43%
4 Financials 14.74%
5 Industrials 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-111,173
27
– –
-442,104
28
– –
-89,121
1
2