LSCM

Light Street Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$912M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$40M
3
+$33.3M
4
STMP
Stamps.com, Inc.
STMP
+$20.1M
5
BABA icon
Alibaba
BABA
+$17.6M

Top Sells

1
+$52.6M
2
+$45.6M
3
+$43.6M
4
AAPL icon
Apple
AAPL
+$27.3M
5
MSFT icon
Microsoft
MSFT
+$21.4M

Sector Composition

1 Communication Services 40.84%
2 Consumer Discretionary 26.64%
3 Technology 23.46%
4 Consumer Staples 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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0
30
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-50,000
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