LC
Linse Capital Portfolio holdings
AUM
$24.6M
This Quarter Return
-16.84%
1 Year Return
-30.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ChargePoint
CHPT
|
$137M |
| 2 |
Valens Semiconductor
VLN
|
$28.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 82.84% |
| 2 | Technology | 17.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ChargePoint
CHPT
$250M
| $137M | 82.84% |
+15,545,354
| New | +$137M |
|
|
2
Valens Semiconductor
VLN
$203M
| $28.3M | 17.16% |
+11,190,619
| New | +$28.3M |
|