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
$1.17B
AUM Growth
-$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$39.7M
3 +$38.3M
4
TTWO icon
Take-Two Interactive
TTWO
+$35.7M
5
OLED icon
Universal Display
OLED
+$27.1M

Top Sells

1 +$62.5M
2 +$57M
3 +$55.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$33.2M
5
MTCH icon
Match Group
MTCH
+$32.9M

Sector Composition

1 Communication Services 38.79%
2 Technology 26.48%
3 Consumer Discretionary 25.95%
4 Industrials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-850,000
27
-40,000
28
-485,646