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
$410M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$24.8M
3
+$23.8M
4
TWLO icon
Twilio
TWLO
+$20.7M
5
SE icon
Sea Limited
SE
+$19.4M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$16.1M
4
DDOG icon
Datadog
DDOG
+$14.4M
5
ACEL icon
Accel Entertainment
ACEL
+$13.1M

Sector Composition

1 Technology 73.89%
2 Consumer Discretionary 21.45%
3 Communication Services 4.07%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-35,818
27
– –
-8,950
28
– –
-207,224
29
– –
-1,076,922
30
– –
-195,371
31
– –
-9,088
32
– –
-41,290
33
– –
-35,643
34
– –
-65,144
35
– –
-46,044
1
2