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
$469M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$19M
3
+$16M
4
AWAY
HOMEAWAY INC COM
AWAY
+$14.4M
5
FLTX
Fleetmatics Group PLC
FLTX
+$9.87M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.42M
4
LNKD
LinkedIn Corporation
LNKD
+$7.38M
5
BIDU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-850,000
52
– –
-30,000
53
– –
-760,000
54
– –
-70,000
55
– –
-45,000
56
– –
-111,583
1 2
3