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
$682M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$41.1M
3
+$24.1M
4
LOGM
LogMein, Inc.
LOGM
+$19.6M
5
TTWO icon
Take-Two Interactive
TTWO
+$15.8M

Top Sells

1
+$35.4M
2
+$31.9M
3
+$24.1M
4
W icon
Wayfair
W
+$19.2M
5
LC icon
LendingClub
LC
+$17M

Sector Composition

1 Consumer Discretionary 39.6%
2 Technology 29.67%
3 Communication Services 28.18%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-375,000
27
– –
-100,000
28
– –
-1,203,680
29
– –
-255,867
1
2