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L Street Capital

$LSTFUNDMMatt

About L Street Capital

A concentrated portfolio of dominant market leaders across financials, retail, energy, and tech. Thesis: invest in monster companies with aggressive growth, not slow-moving dividend machines. It's built to be a slow burn and redistributions are not to be regular but more intentional based on momentary undervaluation of quality assets.

About the Creator

Maximizing my portfolio value with quality assets and spotting instances of over reaction in the market.

Activity

Total Rebalances2
Last RebalanceAug 21, 2026

Posts by Creator

Changes:SPXL +5.0%TQQQ +5.0%SNAP +1.0%KORU +1.0%VCX +1.3%

$LSTFUND Rebalancing to add new leveraged positions (11% of the portfolio) and 1% in Snapchat speculating the current CEO may reduce massive spend twoards failing product line of enhansed glasses. Thats all for now.

Changes:SCHW +10.0%AMZN +10.0%JPM +10.0%UBS +10.0%COST +10.0%

Homedepot and Lowes are continuing to drag as consumer spending stretches thinner and real estate spending power vanishes. In their places IBM and VCX. IBM has seen a large drop of over 26% recently with some good post dump recovery still holding strong hnderlying value. VCX post IPO has now become somewhat steady and covers some of the most sought after private (and going public) names. VCX fits the core thesis of long term growth and with more and more investments into this batch of private companies I see more similar funds like Robinhood's RVII coming down the pipeline and continuing to give proxy exposure to public markets.