LSCM
Light Street Capital Management Portfolio holdings
AUM
$650M
1-Year Est. Return
36.07%
This Fund
S&P 500
1 Year Est. Return
+36.07%
AUM
$594M
AUM Growth
+$105M
(+21%)
Holding
34
Top Buys
| 1 | +$28.5M | |
| 2 | +$26.5M | |
| 3 | +$25.7M | |
| 4 |
CHYM
Chime Financial
CHYM
|
+$22.7M |
| 5 |
Snowflake
SNOW
|
+$21.3M |
Top Sells
| 1 | +$26.4M | |
| 2 | +$19.9M | |
| 3 | +$17M | |
| 4 |
GDS Holdings
GDS
|
+$16.7M |
| 5 |
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
Analog Devices
ADI
$174B
| $1.66M | 0.28% |
6,768
+698
|
|
||
27
Cadence Design Systems
CDNS
$82.2B
| $847K | 0.14% |
2,412
-3,544
|
|
||
|
ANSS
28
DELISTED
Ansys
ANSS
| – | – |
-2,463
|
|
||
29
BlackLine
BL
$2.1B
| – | – |
-257,518
|
|
||
30
Celestica
CLS
$31.9B
| – | – |
-169,252
|
|
||
|
31
Netflix
NFLX
$406B
| – | – |
-115,390
|
|
||
32
Mercado Libre
MELI
$89.1B
| – | – |
-3,049
|
|
||
33
Meta Platforms (Facebook)
META
$1.64T
| – | – |
-26,905
|
|
||
34
nCino
NCNO
$1.85B
| – | – |
-150,820
|
|