LSCM

Light Street Capital Management Portfolio holdings

AUM $594M
1-Year Est. Return 44.41%
This Quarter Est. Return
1 Year Est. Return
+44.41%
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
+$20.7M
2
+$19M
3
+$14.8M
4
PANW icon
Palo Alto Networks
PANW
+$11M
5
AMPL icon
Amplitude
AMPL
+$7.76M

Top Sells

1
+$24.6M
2
+$22.3M
3
+$20.5M
4
MELI icon
Mercado Libre
MELI
+$19.5M
5
GTLB icon
GitLab
GTLB
+$14.8M

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