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
$404M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.9M
3
+$9.77M
4
CLBT icon
Cellebrite
CLBT
+$5.44M
5
BE icon
Bloom Energy
BE
+$4.93M

Top Sells

1
+$17.4M
2
+$9.57M
3
+$9.19M
4
CLS icon
Celestica
CLS
+$9.03M
5
CRM icon
Salesforce
CRM
+$5.86M

Sector Composition

1 Technology 85.69%
2 Consumer Discretionary 5.45%
3 Communication Services 5.17%
4 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,480
27
– –
-1,872,361
1
2