LSCM

Light Street Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 59.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$26.5M
3
+$25.7M
4
CHYM
Chime Financial
CHYM
+$22.7M
5
SNOW icon
Snowflake
SNOW
+$21.3M

Top Sells

1
+$26.4M
2
+$19.9M
3
+$17M
4
GDS icon
GDS Holdings
GDS
+$16.7M
5
NFLX icon
Netflix
NFLX
+$15.5M

Sector Composition

1 Technology 85.25%
2 Consumer Discretionary 7.09%
3 Communication Services 5.01%
4 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.28%
6,768
+698
27
$847K 0.14%
2,412
-3,544
28
– –
-2,463
29
– –
-257,518
30
– –
-169,252
31
– –
-115,390
32
– –
-3,049
33
– –
-26,905
34
– –
-150,820
1
2