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
$634M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.2M
3
+$13.1M
4
NFLX icon
Netflix
NFLX
+$11.4M
5
DATA
Tableau Software, Inc.
DATA
+$10.8M

Top Sells

1
+$27.6M
2
+$15.1M
3
+$13.6M
4
JOYY
JOYY Inc
JOYY
+$12.6M
5
EJ
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
+$10.4M

Sector Composition

1 Technology 31.98%
2 Consumer Discretionary 26.25%
3 Communication Services 25.04%
4 Real Estate 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,850,000
27
– –
-1,746,567
1
2