LSCM

Light Street Capital Management Portfolio holdings

AUM $650M
1-Year Est. Return 36.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$13.5M
4
LAMR icon
Lamar Advertising Co
LAMR
+$13M
5
YHOO
Yahoo Inc
YHOO
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.58%
2 Communication Services 30.71%
3 Real Estate 12.84%
4 Consumer Discretionary 6.72%
5 Energy 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.37%
+435,000
27
$2.47M 1.1%
+300,000
28
$2.44M 1.09%
+30,000
29
$2.42M 1.08%
+300,000
30
$2.31M 1.03%
+12,500
31
$2.23M 1%
+66,000
32
$2.18M 0.97%
+90,000
33
$1.83M 0.82%
+30,000
34
$1.36M 0.61%
+84,100
35
$1.3M 0.58%
+30,000
36
$1.05M 0.47%
+100,000
37
$655K 0.29%
+94,325
1
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