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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$7.19M
3
+$6.54M
4
TWTR
Twitter, Inc.
TWTR
+$6.51M
5
GDDY icon
GoDaddy
GDDY
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.01%
2 Healthcare 14.77%
3 Consumer Discretionary 9.58%
4 Communication Services 9.1%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 5.41%
+86,106
2
$7.19M 5.39%
+832,800
3
$6.54M 4.9%
+163,270
4
$6.51M 4.88%
+226,600
5
$6.42M 4.81%
+97,784
6
$6.19M 4.64%
+206,776
7
$6.15M 4.61%
+108,415
8
$6M 4.49%
+199,222
9
$5.77M 4.33%
+183,912
10
$5.77M 4.32%
+138,754
11
$5.65M 4.23%
+89,520
12
$5.63M 4.22%
+299,395
13
$5.59M 4.19%
+424,528
14
$5.36M 4.02%
+44,694
15
$5.29M 3.96%
+44,121
16
$5.28M 3.96%
+14,985
17
$5.17M 3.87%
+120,157
18
$4.98M 3.73%
+20,355
19
$4.98M 3.73%
+345,674
20
$4.71M 3.53%
+48,315
21
$3.93M 2.94%
+37,463
22
$3.82M 2.86%
+77,708
23
$3.09M 2.32%
+167,581
24
$2.88M 2.15%
+32,193
25
$2.7M 2.02%
+43,065
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