Light Street Capital Management as of Sept. 30, 2013
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 40 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SouFun Holdings | 11.2 | $35M | 685k | 51.64 | |
| REPCOM cla | 6.8 | $22M | 463k | 46.78 | |
| Qihoo 360 Technologies Co Lt | 5.2 | $17M | 200k | 83.20 | |
| Pandora Media | 4.4 | $14M | 560k | 25.13 | |
| Yahoo! | 4.2 | $13M | 403k | 33.17 | |
| 21vianet Group (VNET) | 4.0 | $13M | 760k | 16.49 | |
| Active Network | 3.8 | $12M | 850k | 14.31 | |
| Apple Inc option | 3.8 | $12M | 25k | 476.76 | |
| SBA Communications Corporation | 3.7 | $12M | 146k | 80.46 | |
| Sirius XM Radio | 3.7 | $12M | 3.0M | 3.88 | |
| priceline.com Incorporated | 3.5 | $11M | 11k | 1010.94 | |
| Facebook Inc cl a (META) | 3.4 | $11M | 215k | 50.23 | |
| Bitauto Hldg | 3.3 | $11M | 655k | 16.12 | |
| E-House | 3.1 | $9.8M | 1.1M | 9.17 | |
| Lamar Advertising Company | 3.0 | $9.7M | 206k | 47.03 | |
| Xoom | 3.0 | $9.7M | 305k | 31.76 | |
| Servicenow (NOW) | 2.6 | $8.3M | 160k | 51.95 | |
| CBS Corporation | 2.6 | $8.2M | 149k | 55.16 | |
| Crown Castle International | 2.6 | $8.1M | 112k | 73.03 | |
| Liberty Global Inc Com Ser A | 2.5 | $7.9M | 100k | 79.35 | |
| Linkedin Corp | 2.3 | $7.4M | 30k | 246.07 | |
| Baidu (BIDU) | 2.2 | $7.0M | 45k | 155.18 | |
| 8x8 (EGHT) | 1.8 | $5.8M | 575k | 10.07 | |
| Workday Inc cl a (WDAY) | 1.6 | $5.2M | 64k | 80.93 | |
| Garmin (GRMN) | 1.6 | $5.0M | 112k | 45.19 | |
| Liberty Media | 1.6 | $5.1M | 34k | 147.16 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.6M | 70k | 51.94 | |
| NetSuite | 1.0 | $3.2M | 30k | 107.93 | |
| Proofpoint | 1.0 | $3.1M | 95k | 32.12 | |
| Advanced Micro Devices (AMD) | 0.8 | $2.7M | 710k | 3.81 | |
| Concur Technologies | 0.8 | $2.5M | 23k | 110.50 | |
| Zillow | 0.8 | $2.5M | 30k | 84.30 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.7 | $2.3M | 40k | 56.80 | |
| 3D Systems Corporation (DDD) | 0.6 | $1.9M | 35k | 54.00 | |
| Cvent | 0.4 | $1.4M | 40k | 35.16 | |
| Stratasys (SSYS) | 0.3 | $1.0M | 10k | 101.30 | |
| Blackberry (BB) | 0.2 | $795k | 100k | 7.95 | |
| Gogo (GOGO) | 0.2 | $800k | 45k | 17.78 | |
| E Commerce China Dangdang | 0.1 | $478k | 46k | 10.48 | |
| Homeaway | 0.1 | $223k | 8.0k | 28.00 |
