LSCM

Light Street Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$98.3M
2
+$73.5M
3
+$62.9M
4
ZEN
ZENDESK INC
ZEN
+$61.3M
5
LYFT icon
Lyft
LYFT
+$42.1M

Top Sells

1
+$69.8M
2
+$69.4M
3
+$65.3M
4
GH icon
Guardant Health
GH
+$63.6M
5
XPEV icon
XPeng
XPEV
+$60.9M

Sector Composition

1 Technology 45.92%
2 Consumer Discretionary 23.71%
3 Communication Services 9.83%
4 Financials 7.77%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$709K 0.04%
572,005
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