LSCM
Light Street Capital Management Portfolio holdings
AUM
$594M
1-Year Est. Return
44.41%
1 Year Est. Return
+44.41%
AUM
$490M
AUM Growth
+$181M
(+59%)
Holding
27
Top Buys
| 1 | +$26.4M | |
| 2 | +$23.9M | |
| 3 | +$21.8M | |
| 4 |
Sea Limited
SE
|
+$19.3M |
| 5 |
Netflix
NFLX
|
+$15.5M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$6.99M | |
| 3 | +$6.06M | |
| 4 |
JFrog
FROG
|
+$1.41M |
| 5 |
ASML
ASML
|
+$1.2M |
Sector Composition
| 1 | Technology | 83.14% |
| 2 | Consumer Discretionary | 9.37% |
| 3 | Communication Services | 7.21% |
| 4 | Utilities | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
26
DELISTED
Ansys
ANSS
| $865K | 0.18% |
2,463
-2,896
|
|
||
27
Reddit
RDDT
$36.6B
| – | – |
-176,550
|
|