LSCM

Light Street Capital Management Portfolio holdings

AUM $594M
1-Year Est. Return 44.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.41%
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
+$35.5M
2
+$28.3M
3
+$24.6M
4
TWLO icon
Twilio
TWLO
+$22.3M
5
MELI icon
Mercado Libre
MELI
+$19.5M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$16.1M
4
DDOG icon
Datadog
DDOG
+$14.4M
5
ACEL icon
Accel Entertainment
ACEL
+$13.3M

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
– –
-207,224
27
– –
-1,076,922
28
– –
-195,371
29
– –
-9,088
30
– –
-41,290
31
– –
-655,300
32
– –
-56,700
33
– –
-35,643
34
– –
-65,144
35
– –
-46,044
1
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