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

Top Buys

1
+$77.1M
2
+$59M
3
+$51.6M
4
VNET
VNET Group
VNET
+$47.6M
5
MELI icon
Mercado Libre
MELI
+$46.6M

Top Sells

1
+$187M
2
+$105M
3
+$91.4M
4
SE icon
Sea Limited
SE
+$89.4M
5
DDOG icon
Datadog
DDOG
+$61.9M

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
– –
-182,600
52
– –
-2,061,892
53
– –
-103,950
54
– –
-417,096
55
– –
-2,723,714
56
– –
-1,254,135
1 2
3