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

Top Buys

1
+$18.4M
2
+$12.8M
3
+$10.6M
4
BE icon
Bloom Energy
BE
+$5.54M
5
CLBT icon
Cellebrite
CLBT
+$4.8M

Top Sells

1
+$17.4M
2
+$9.57M
3
+$9.19M
4
CLS icon
Celestica
CLS
+$9.13M
5
CRM icon
Salesforce
CRM
+$5.49M

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
– –
-126,279
27
– –
-475,000
1
2