LSCM

Light Street Capital Management Portfolio holdings

AUM $594M
1-Year Est. Return 44.41%
This Quarter Est. Return
1 Year Est. Return
+44.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$22.9M
3
+$20.4M
4
IAC icon
IAC Inc
IAC
+$12.5M
5
P
Pandora Media Inc
P
+$10.9M

Top Sells

1
+$19M
2
+$17.6M
3
+$14.5M
4
FLTX
Fleetmatics Group PLC
FLTX
+$11.7M
5
EJ
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
+$9.93M

Sector Composition

1 Communication Services 38.92%
2 Technology 18.14%
3 Consumer Discretionary 13.12%
4 Real Estate 5.56%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-50,000
54
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-70,000
55
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-5,000
56
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-270,000
57
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-430,000
58
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-270,000
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