Light Street Capital Management as of March 31, 2013
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 31 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SouFun Holdings | 7.1 | $14M | 519k | 26.21 | |
| Lamar Advertising Company | 7.0 | $13M | 275k | 48.58 | |
| REPCOM cla | 6.1 | $12M | 690k | 16.90 | |
| Qihoo 360 Technologies Co Lt | 5.9 | $11M | 380k | 29.63 | |
| Apple Inc option | 5.8 | $11M | 25k | 442.65 | |
| Linkedin Corp | 5.5 | $11M | 60k | 176.07 | |
| Yelp Inc cl a (YELP) | 5.3 | $10M | 430k | 23.71 | |
| CBS Corporation | 4.7 | $9.1M | 195k | 46.69 | |
| Sirius XM Radio | 4.7 | $8.9M | 2.9M | 3.08 | |
| 4.5 | $8.7M | 11k | 794.18 | ||
| eBay (EBAY) | 4.5 | $8.7M | 160k | 54.22 | |
| Adt | 3.8 | $7.3M | 150k | 48.94 | |
| Apple (AAPL) | 3.5 | $6.6M | 15k | 442.67 | |
| Liberty Global | 3.3 | $6.4M | 88k | 73.38 | |
| salesforce (CRM) | 2.8 | $5.4M | 30k | 178.83 | |
| priceline.com Incorporated | 2.7 | $5.2M | 7.5k | 688.13 | |
| SBA Communications Corporation | 2.6 | $5.0M | 70k | 72.00 | |
| 51job | 2.5 | $4.8M | 80k | 59.41 | |
| Equinix | 2.5 | $4.8M | 22k | 216.32 | |
| Crown Castle International | 2.0 | $3.8M | 55k | 69.64 | |
| Active Network | 1.8 | $3.5M | 840k | 4.19 | |
| American Tower Reit (AMT) | 1.6 | $3.1M | 40k | 76.92 | |
| Qualcomm (QCOM) | 1.6 | $3.0M | 45k | 66.93 | |
| Expedia (EXPE) | 1.6 | $3.0M | 50k | 60.02 | |
| stock | 1.6 | $3.0M | 75k | 40.03 | |
| 21vianet Group (VNET) | 1.3 | $2.5M | 262k | 9.40 | |
| Liberty Media | 1.2 | $2.2M | 20k | 111.65 | |
| Imperva | 0.8 | $1.5M | 40k | 38.50 | |
| Concur Technologies | 0.7 | $1.4M | 20k | 68.65 | |
| Qualys (QLYS) | 0.6 | $1.1M | 87k | 12.33 | |
| Tripadvisor (TRIP) | 0.6 | $1.1M | 20k | 52.50 |
