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
$995M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$59.8M
2 +$43.2M
3 +$38.9M
4
LOGM
LogMein, Inc.
LOGM
+$38.3M
5
MTCH icon
Match Group
MTCH
+$20.3M

Top Sells

1 +$73.5M
2 +$55.2M
3 +$35.8M
4
XYZ
Block Inc
XYZ
+$20.9M
5
BL icon
BlackLine
BL
+$19.8M

Sector Composition

1 Consumer Discretionary 31.14%
2 Communication Services 29.37%
3 Technology 29.12%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-53,513
28
0