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
$305M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$9.12M
3 +$8M
4
EJ
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
+$6.64M
5
BIDU icon
Baidu
BIDU
+$5.8M

Top Sells

1 +$10.5M
2 +$8.77M
3 +$5.95M
4
ADBE icon
Adobe
ADBE
+$5.25M
5
CHTR icon
Charter Communications
CHTR
+$4.95M

Sector Composition

1 Communication Services 31.79%
2 Technology 27.31%
3 Real Estate 9.69%
4 Consumer Discretionary 4.5%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,500