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LSCM

Light Street Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 59.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20.6M
3
+$19.9M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$14.8M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$11.5M

Top Sells

1
+$20.5M
2
+$15.5M
3
+$14.1M
4
LYV icon
Live Nation Entertainment
LYV
+$13.6M
5
MKTO
MARKETO INC COM STK (DE)
MKTO
+$12.1M

Sector Composition

1 Communication Services 40.42%
2 Technology 31.1%
3 Consumer Discretionary 17.13%
4 Real Estate 5.19%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.8M 9.14%
654,582
-20,418
2
$42.3M 7.18%
1,360,000
-340,000
3
$36.1M 6.13%
1,227,342
+72,342
4
$35.4M 6.01%
586,175
+193,615
5
$34.9M 5.93%
640,000
+79,187
6
$32.7M 5.55%
1,850,000
+155,928
7
$30.5M 5.19%
260,810
-39,190
8
$26.7M 4.53%
138,076
+58,076
9
$24.6M 4.18%
529,300
+444,300
10
$23.4M 3.97%
+395,208
11
$21.2M 3.6%
+783,128
12
$19.6M 3.33%
1,209,405
-204,698
13
$18.9M 3.2%
1,486,460
+534,310
14
$17.9M 3.04%
961,420
-38,580
15
$17.6M 2.98%
190,000
-60,000
16
$16.7M 2.83%
+183,841
17
$15.5M 2.62%
1,018,896
-206,104
18
$15.3M 2.6%
348,908
+94,400
19
$13.1M 2.23%
335,000
-365,000
20
$12.9M 2.19%
530,442
-249,558
21
$11.8M 2%
800,506
-249,494
22
$11.5M 1.95%
281,266
-38,734
23
$11.4M 1.93%
+386,613
24
$10.9M 1.84%
1,433,412
-91,600
25
$10.8M 1.84%
+211,375
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