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
$399M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$12.9M
3
+$11.4M
4
DASH icon
DoorDash
DASH
+$11.2M
5
BILL icon
BILL Holdings
BILL
+$10.7M

Top Sells

1
+$24.6M
2
+$15.2M
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
1
2