Spyglass Portfolio -- Megatrends

100% 75% 50% 25% 0% 0 Spyglass Earnings Batting Average % of Spyglass Portfolio Companies that Met or Exceeded Consensus 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 Spyglass Average Revenue: 80% EPS: 74% 2020 Q2 2020 Q3 2020 Q4 Revenue 2021 Q1 2021 Q2 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 EPS Percentage of Spyglass portfolio companies that had a neutral or positive revenue surprise vs. consensus estimates, and percentage of profitable Spyglass portfolio companies that had a neutral or positive EPS surprise vs. consensus estimates, over each reported quarter indicated. Source: Spyglass. 33 - 2018 Q1 2023 Q3

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