LSCM

Light Street Capital Management Portfolio holdings

AUM $594M
1-Year Est. Return 44.41%
This Quarter Est. Return
1 Year Est. Return
+44.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$20.7M
3
+$18.6M
4
HUBS icon
HubSpot
HUBS
+$18.5M
5
JD icon
JD.com
JD
+$15.3M

Top Sells

1
+$25.4M
2
+$21.3M
3
+$16M
4
JOYY
JOYY Inc
JOYY
+$15.5M
5
ATHM icon
Autohome
ATHM
+$14.8M

Sector Composition

1 Communication Services 34.69%
2 Technology 28.72%
3 Consumer Discretionary 22.25%
4 Real Estate 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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-739,156
29
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30
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31
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-348,266
32
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-80,000
33
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-1,050,000
34
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-200,000
35
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-466,627
36
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-275,796
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