LSCM
Light Street Capital Management Portfolio holdings
AUM
$490M
This Quarter Return
+48.35%
1 Year Return
+28.57%
3 Year Return
+278.3%
5 Year Return
+443.48%
10 Year Return
+2,457.41%
AUM
$305M
AUM Growth
+$305M
(+36%)
Cap. Flow
+$4.92M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
52.47%
Holding
51
New
14
Increased
9
Reduced
15
Closed
12
Top Buys
| 1 |
P
Pandora Media Inc
P
|
$14.1M |
| 2 |
Meta Platforms (Facebook)
META
|
$10.8M |
| 3 |
BITA
Bitauto Holdings Limited
BITA
|
$10.6M |
| 4 |
EJ
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
|
$9.77M |
| 5 |
Baidu
BIDU
|
$6.98M |
Top Sells
| 1 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
$12.5M |
| 2 |
JOYY
JOYY Inc. American Depositary Shares
JOYY
|
$10.2M |
| 3 |
eBay
EBAY
|
$5.95M |
| 4 |
Adobe
ADBE
|
$5.71M |
| 5 |
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% |