Light Street Capital Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.22M	Sell	150,820 -216,717	-59%	-$6.06M	0.86%	20
2025 Q1	$10.1M	Buy	+367,537	New	+$10.1M	2.82%	13
2024 Q4	–	Sell	-249,968	Closed	-$7.9M	–	32
2024 Q3	$7.9M	Buy	249,968 +22,772	+10%	+$719K	1.87%	16
2024 Q2	$7.15M	Buy	+227,196	New	+$7.15M	1.64%	18