LSCM

Light Street Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$14.1M
3 +$13.1M
4
BILL icon
BILL Holdings
BILL
+$10.6M
5
ADBE icon
Adobe
ADBE
+$10.1M

Top Sells

1 +$25.4M
2 +$19M
3 +$15.1M
4
PDD icon
Pinduoduo
PDD
+$12.7M
5
CAMT icon
Camtek
CAMT
+$7.04M

Sector Composition

1 Technology 75.5%
2 Consumer Discretionary 13.93%
3 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-87,000