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
$2.03B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$49.6M
3
+$44.5M
4
STNE icon
StoneCo
STNE
+$38.8M
5
MELI icon
Mercado Libre
MELI
+$35.4M

Top Sells

1
+$141M
2
+$101M
3
+$80.1M
4
SE icon
Sea Limited
SE
+$60.4M
5
LYFT icon
Lyft
LYFT
+$57M

Sector Composition

1 Technology 46.99%
2 Consumer Discretionary 30.25%
3 Communication Services 12.17%
4 Financials 5.55%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-417,096
52
– –
-2,723,714
53
– –
-1,254,135
54
– –
0
55
– –
-897,400
56
– –
-52,100
1 2
3