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
$707M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.9M
3
+$16.6M
4
DATA
Tableau Software, Inc.
DATA
+$13.8M
5
TWTR
Twitter, Inc.
TWTR
+$12.6M

Top Sells

1
+$21.5M
2
+$20.4M
3
+$15.4M
4
RNG icon
RingCentral
RNG
+$12.1M
5
LNKD
LinkedIn Corporation
LNKD
+$12M

Sector Composition

1 Communication Services 38.38%
2 Technology 25.78%
3 Consumer Discretionary 14.92%
4 Real Estate 4.54%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-70,000
1 2
3