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
$417M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$17.4M
3
+$16.3M
4
AAPL icon
Apple
AAPL
+$16.3M
5
BE icon
Bloom Energy
BE
+$11M

Top Sells

1
+$25.2M
2
+$19.4M
3
+$16.6M
4
MELI icon
Mercado Libre
MELI
+$13.6M
5
DASH icon
DoorDash
DASH
+$13.1M

Sector Composition

1 Technology 85.88%
2 Consumer Discretionary 5.47%
3 Communication Services 4.78%
4 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-19,931
27
– –
-95,250
28
– –
-110,000
29
– –
-9,024
30
– –
-46,000
31
– –
-119,435
32
– –
-100,705
33
– –
-210,000
1
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