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
$334M
AUM Growth
-$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.9M
3
+$11.1M
4
BILL icon
BILL Holdings
BILL
+$10.9M
5
AMD icon
Advanced Micro Devices
AMD
+$7.95M

Top Sells

1
+$36.4M
2
+$18.3M
3
+$15.8M
4
SNPS icon
Synopsys
SNPS
+$11.5M
5
CLBT icon
Cellebrite
CLBT
+$11M

Sector Composition

1 Technology 79.26%
2 Consumer Discretionary 14.75%
3 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,040
27
– –
-63,120
28
– –
-572,005
1
2