LSCM
RUN icon

Light Street Capital Management’s Sunrun RUN Stock Holding History

Light Street Capital Management’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-658,230
Closed -$36.7M – 66
2021
Q2 		$36.7M Sell
658,230
-781,762
-54% -$37.8M 1.59% 32
2021
Q1 		$87.1M Sell
1,439,992
-502,308
-26% -$34.9M 4.66% 2
2020
Q4 		$135M Buy
+1,942,300
New +$121M 4.02% 3

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Light Street Capital Management's RUN Position: Q3 2021 in Review

Light Street Capital Management sold out of Sunrun (RUN) in Q3 2021, closing a stake of 658,230 shares — an estimated $36.7M sold.

Light Street Capital Management first reported a position in RUN in Q4 2020 and held it in 3 quarters. The position peaked at $135M in Q4 2020. 475 funds tracked by Wall St. Rank hold RUN as of Q3 2021.

  • Light Street Capital Management reported no remaining Sunrun position as of Q3 2021 after selling out during the quarter.
  • Light Street Capital Management sold 658,230 Sunrun shares in Q3 2021, an estimated $36.7M.
  • Light Street Capital Management first reported a position in Sunrun in Q4 2020 and held it in 3 quarters.
  • Light Street Capital Management's Sunrun position peaked at $135M in Q4 2020.
  • 475 funds tracked by Wall St. Rank held Sunrun as of Q3 2021.

Based on Light Street Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.