LC
Linse Capital Portfolio holdings
AUM
$24.6M
This Quarter Return
-22.1%
1 Year Return
-30.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$40.1M
AUM Growth
+$40.1M
(-29%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 68.45% |
| 2 | Consumer Discretionary | 31.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Valens Semiconductor
VLN
$203M
| $27.4M | 68.45% |
11,190,619
| – | – |
|
2
ChargePoint
CHPT
$250M
| $12.6M | 31.55% |
5,401,498
| – | – |
|