LSCM
Light Street Capital Management Portfolio holdings
AUM
$490M
1-Year Return
28.57%
This Quarter Return
+11.09%
1 Year Return
+28.57%
3 Year Return
+278.3%
5 Year Return
+443.48%
10 Year Return
+2,457.41%
AUM
$589M
AUM Growth
+$31.8M
(+5.7%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
57.81%
Holding
39
New
6
Increased
8
Reduced
14
Closed
10
Top Buys
| 1 |
PFPT
Proofpoint, Inc.
PFPT
|
$23.4M |
| 2 |
Liberty Media Series C
FWONK
|
$21.2M |
| 3 |
Booking.com
BKNG
|
$20.7M |
| 4 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$16.7M |
| 5 |
Madison Square Garden
MSGS
|
$11.7M |
Top Sells
| 1 |
Baidu
BIDU
|
$20.5M |
| 2 |
Shutterstock
SSTK
|
$15.5M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$14.3M |
| 4 |
Live Nation Entertainment
LYV
|
$13.6M |
| 5 |
WUBA
58.COM INC
WUBA
|
$13.5M |
Sector Composition
| 1 | Communication Services | 40.42% |
| 2 | Technology | 31.1% |
| 3 | Consumer Discretionary | 17.13% |
| 4 | Real Estate | 5.19% |
| 5 | Industrials | 2.83% |
