Light Street Capital Management as of Dec. 31, 2012
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 31 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Inc option | 9.2 | $16M | 29k | 532.16 | |
| Qihoo 360 Technologies Co Lt | 6.7 | $11M | 377k | 29.69 | |
| Apple (AAPL) | 6.4 | $11M | 20k | 532.17 | |
| eBay (EBAY) | 5.7 | $9.5M | 187k | 51.00 | |
| REPCOM cla | 5.4 | $9.1M | 641k | 14.26 | |
| SouFun Holdings | 4.9 | $8.2M | 328k | 25.00 | |
| Linkedin Corp | 4.8 | $8.1M | 71k | 114.82 | |
| Adt | 4.6 | $7.7M | 165k | 46.49 | |
| Sirius XM Radio | 4.4 | $7.4M | 2.6M | 2.89 | |
| salesforce (CRM) | 4.3 | $7.2M | 43k | 168.09 | |
| priceline.com Incorporated | 4.1 | $6.8M | 11k | 620.36 | |
| Liberty Global | 3.7 | $6.2M | 98k | 62.96 | |
| F5 Networks (FFIV) | 3.6 | $6.1M | 63k | 97.14 | |
| Lamar Advertising Company | 3.5 | $5.8M | 150k | 38.75 | |
| Equinix | 3.1 | $5.2M | 25k | 206.20 | |
| Cirrus Logic (CRUS) | 2.8 | $4.7M | 163k | 28.97 | |
| Active Network | 2.6 | $4.3M | 885k | 4.91 | |
| SBA Communications Corporation | 2.5 | $4.3M | 60k | 70.98 | |
| 21vianet Group (VNET) | 2.5 | $4.1M | 430k | 9.61 | |
| Qualcomm (QCOM) | 2.3 | $3.8M | 61k | 61.87 | |
| Liberty Media Corp lcpad | 2.0 | $3.4M | 29k | 116.02 | |
| Crown Castle International | 1.8 | $3.1M | 43k | 72.15 | |
| 51job | 1.8 | $3.1M | 66k | 46.76 | |
| Concur Technologies | 1.6 | $2.7M | 40k | 67.52 | |
| Tripadvisor (TRIP) | 1.2 | $2.1M | 50k | 41.92 | |
| Ubiquiti Networks | 1.2 | $2.0M | 163k | 12.14 | |
| American Tower Reit (AMT) | 1.2 | $2.0M | 25k | 77.26 | |
| 0.8 | $1.4M | 2.0k | 707.50 | ||
| LogMeIn | 0.8 | $1.3M | 59k | 22.42 | |
| First Solar (FSLR) | 0.6 | $926k | 30k | 30.87 | |
| KongZhong Corporation | 0.0 | $58k | 11k | 5.45 |
