LSCM
Light Street Capital Management Portfolio holdings
AUM
$490M
This Quarter Return
-1.39%
1 Year Return
+28.57%
3 Year Return
+278.3%
5 Year Return
+443.48%
10 Year Return
+2,457.41%
AUM
$1.99B
AUM Growth
+$1.99B
(-14%)
Cap. Flow
-$276M
Cap. Flow
% of AUM
-13.84%
Top 10 Holdings %
Top 10 Hldgs %
44.6%
Holding
80
New
14
Increased
17
Reduced
17
Closed
29
Top Buys
| 1 |
Coinbase
COIN
|
$98.3M |
| 2 |
Uber
UBER
|
$73.5M |
| 3 |
Cellebrite
CLBT
|
$62.9M |
| 4 |
ZEN
ZENDESK INC
ZEN
|
$61.3M |
| 5 |
Lyft
LYFT
|
$42.1M |
Top Sells
| 1 |
Doximity
DOCS
|
$69.8M |
| 2 |
Futu Holdings
FUTU
|
$69.4M |
| 3 |
Pinterest
PINS
|
$65.3M |
| 4 |
Guardant Health
GH
|
$63.6M |
| 5 |
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% |