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
$729M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$34.2M
2 +$29.3M
3 +$28.4M
4
TAL icon
TAL Education Group
TAL
+$25.3M
5
OKTA icon
Okta
OKTA
+$17.9M

Top Sells

1 +$70.1M
2 +$50.4M
3 +$48.5M
4
EXPE icon
Expedia Group
EXPE
+$43.2M
5
LOGM
LogMein, Inc.
LOGM
+$36.6M

Sector Composition

1 Consumer Discretionary 35.43%
2 Communication Services 27.96%
3 Technology 21.86%
4 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-230,000
27
0
28
-150,000
29
-975,000