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
$1.9B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$61.8M
2 +$54.2M
3 +$52.2M
4
PYPL icon
PayPal
PYPL
+$50.3M
5
DDOG icon
Datadog
DDOG
+$48M

Top Sells

1 +$99.9M
2 +$76.7M
3 +$76.6M
4
DIS icon
Walt Disney
DIS
+$76.2M
5
NOW icon
ServiceNow
NOW
+$53.5M

Sector Composition

1 Technology 49.52%
2 Consumer Discretionary 27.42%
3 Communication Services 12.5%
4 Healthcare 5.07%
5 Financials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-262,498
52
-173,800