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
76
-70,000
77
-900,000
78
-1,666,667
79
-88,037
80
-54,870