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
$539M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$34M
3
+$30.9M
4
TRIP icon
TripAdvisor
TRIP
+$24.1M
5
LC icon
LendingClub
LC
+$17M

Top Sells

1
+$37.1M
2
+$28.6M
3
+$28.2M
4
ZEN
ZENDESK INC
ZEN
+$24.3M
5
AAPL icon
Apple
AAPL
+$21.8M

Sector Composition

1 Consumer Discretionary 44.39%
2 Technology 31.84%
3 Communication Services 12.74%
4 Financials 3.15%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-100,000
27
– –
-153,775
28
– –
-180,000
29
– –
-300,000
1
2