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
$1.87B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$66.1M
3
+$62.1M
4
NOW icon
ServiceNow
NOW
+$58.2M
5
NRDY icon
Nerdy
NRDY
+$57.7M

Top Sells

1
+$739M
2
+$96.9M
3
+$84.2M
4
CRWD icon
CrowdStrike
CRWD
+$80.5M
5
SE icon
Sea Limited
SE
+$70.3M

Sector Composition

1 Technology 44.96%
2 Consumer Discretionary 27.05%
3 Communication Services 12.06%
4 Financials 7.47%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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