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
$377M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$15.9M
3
+$12.9M
4
PANW icon
Palo Alto Networks
PANW
+$8.99M
5
AMPL icon
Amplitude
AMPL
+$7.61M

Top Sells

1
+$24.6M
2
+$22.3M
3
+$19.5M
4
AMD icon
Advanced Micro Devices
AMD
+$18.7M
5
CRWD icon
CrowdStrike
CRWD
+$13.6M

Sector Composition

1 Technology 69.67%
2 Communication Services 18.18%
3 Consumer Discretionary 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,777
27
– –
-284,263
28
– –
-335,431
29
– –
-111,216
1
2