Spyglass Investment Strategy Overview
10
Portfolio Companies Revenue Growth
Spyglass Portfolio Companies Average
Annualized Revenue Growth 2019-2023
100%
Portfolio Average Annualized
80%
Revenue Growth: 27.5%
60%
40%
TRANSDIGM
WILLSCOT
GROUP INC.
20%
ΑΡΙ
0%
GROUP
VAIL RESORTS
GoDaddy
Shift4
PAYMENTS
AMG
lyn
splunk> 1
-20%
BUCKET 1
Avg. Annualized
Revenue Growth:
9.3%
As of September 30, 2023
exact
sciences
PROCORE
DATADOG
ascendis
five BELOW
Roku A APPLOVIN
pharma
Spotify
PURESTORAGE
affirm
Globale
NUTANIX
paloalto
MEDPACE
DOORDASH
sweetgreen
BUCKET 2
26.1%
Spyglass portfolio companies' average annualized revenue growth rate from 2019 to 2023 by buckets and for the portfolio as of September 30, 2023.
Source: Bloomberg. For illustrative purposes only.
BUCKET 3
49.5%
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