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
$1.88B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$72.5M
3
+$67.1M
4
LOAR icon
Loar Holdings
LOAR
+$63.8M
5
DUOL icon
Duolingo
DUOL
+$62.5M

Top Sells

1
+$85.8M
2
+$66.4M
3
+$59.1M
4
AFRM icon
Affirm
AFRM
+$56M
5
APG icon
APi Group
APG
+$53.2M

Sector Composition

1 Technology 41.02%
2 Healthcare 16.6%
3 Industrials 13.09%
4 Consumer Discretionary 10.87%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYBR
26
DELISTED
CyberArk
CYBR
– –
-129,248
HOOD icon
27
Robinhood
HOOD
$65.3B
– –
-916,631
VEEV icon
28
Veeva Systems
VEEV
$30.4B
– –
-205,120
ALAB icon
29
Astera Labs
ALAB
$21.1B
– –
-734,570
1
2