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

Top Buys

1
+$65.8M
2
+$44.4M
3
+$39.1M
4
PANW icon
Palo Alto Networks
PANW
+$36.9M
5
MTCH icon
Match Group
MTCH
+$17.6M

Top Sells

1
+$93.2M
2
+$55.2M
3
+$31.3M
4
BL icon
BlackLine
BL
+$19.6M
5
XYZ
Block Inc
XYZ
+$19M

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
1
2