LSCM
Light Street Capital Management Portfolio holdings
AUM
$490M
This Quarter Return
+27.31%
1 Year Return
+28.57%
3 Year Return
+278.3%
5 Year Return
+443.48%
10 Year Return
+2,457.41%
AUM
$469M
AUM Growth
+$469M
(+54%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
23.94%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
56
New
17
Increased
17
Reduced
11
Closed
11
Top Buys
| 1 |
WUBA
58.COM INC
WUBA
|
$27.4M |
| 2 |
Apple
AAPL
|
$20.2M |
| 3 |
Autohome
ATHM
|
$19.2M |
| 4 |
AWAY
HOMEAWAY INC COM
AWAY
|
$17.3M |
| 5 |
FLTX
Fleetmatics Group PLC
FLTX
|
$11.7M |
Top Sells
| 1 |
VNET
VNET Group
VNET
|
$12.5M |
| 2 |
SFUN
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
|
$12.4M |
| 3 |
ACTV
ACTIVE NETWORK INC
ACTV
|
$12.2M |
| 4 |
LNKD
LinkedIn Corporation
LNKD
|
$7.38M |
| 5 |
Baidu
BIDU
|
$6.98M |
Sector Composition
| 1 | Communication Services | 24.46% |
| 2 | Technology | 23.73% |
| 3 | Real Estate | 7.37% |
| 4 | Consumer Discretionary | 6.41% |
| 5 | Energy | 2.58% |