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
$899M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$41.2M
3
+$28.9M
4
STMP
Stamps.com, Inc.
STMP
+$27.8M
5
AAPL icon
Apple
AAPL
+$27.3M

Top Sells

1
+$44.3M
2
+$37.8M
3
+$37.4M
4
CHTR icon
Charter Communications
CHTR
+$23M
5
PFPT
Proofpoint, Inc.
PFPT
+$21.2M

Sector Composition

1 Technology 36.27%
2 Communication Services 36.25%
3 Consumer Discretionary 21.52%
4 Consumer Staples 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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28
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29
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30
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31
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32
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34
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36
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-958,818
37
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0
38
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-300,000
1
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