Light Street Capital Management as of Dec. 31, 2013
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 46 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SouFun Holdings | 9.1 | $44M | 535k | 82.41 | |
| 58 Com Inc spon adr rep a | 5.7 | $27M | 715k | 38.34 | |
| E-House | 4.8 | $23M | 1.5M | 15.08 | |
| Apple (AAPL) | 4.2 | $20M | 36k | 561.03 | |
| Bitauto Hldg | 4.0 | $20M | 609k | 31.96 | |
| Autohome Inc- (ATHM) | 4.0 | $19M | 525k | 36.59 | |
| Qihoo 360 Technologies Co Lt | 3.8 | $19M | 225k | 82.05 | |
| REPCOM cla | 3.7 | $18M | 355k | 50.28 | |
| Homeaway | 3.6 | $18M | 430k | 40.88 | |
| Pandora Media | 3.5 | $17M | 640k | 26.60 | |
| Xoom | 3.5 | $17M | 610k | 27.37 | |
| priceline.com Incorporated | 3.4 | $16M | 14k | 1162.43 | |
| 3D Systems Corporation (DDD) | 3.0 | $15M | 157k | 92.93 | |
| Apple Inc option | 2.9 | $14M | 25k | 561.03 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.9 | $14M | 165k | 83.68 | |
| Lamar Advertising Company | 2.8 | $13M | 255k | 52.25 | |
| Sirius Xm Holdings (SIRI) | 2.6 | $13M | 3.7M | 3.49 | |
| Liberty Global Inc Com Ser A | 2.6 | $13M | 143k | 89.00 | |
| Yahoo! | 2.5 | $12M | 300k | 40.44 | |
| SBA Communications Corporation | 2.4 | $12M | 131k | 89.84 | |
| Fleetmatics | 2.4 | $12M | 270k | 43.25 | |
| Facebook Inc cl a (META) | 2.1 | $10M | 190k | 54.65 | |
| Crown Castle International | 2.0 | $9.5M | 130k | 73.43 | |
| Atmel Corporation | 1.9 | $9.0M | 1.2M | 7.83 | |
| Yandex Nv-a (YNDX) | 1.5 | $7.3M | 170k | 43.15 | |
| CBS Corporation | 1.5 | $7.2M | 113k | 63.74 | |
| Qlik Technologies | 1.5 | $7.2M | 270k | 26.63 | |
| Stratasys (SSYS) | 1.4 | $7.0M | 52k | 134.71 | |
| Workday Inc cl a (WDAY) | 1.2 | $5.8M | 70k | 83.16 | |
| Servicenow (NOW) | 1.2 | $5.6M | 100k | 56.01 | |
| 8x8 (EGHT) | 1.0 | $5.0M | 490k | 10.15 | |
| Cvent | 1.0 | $5.0M | 138k | 36.39 | |
| Liberty Media | 1.0 | $4.8M | 33k | 146.29 | |
| ViaSat (VSAT) | 0.9 | $4.4M | 70k | 62.66 | |
| Fortinet (FTNT) | 0.8 | $4.1M | 213k | 19.13 | |
| Blackberry (BB) | 0.6 | $3.0M | 402k | 7.44 | |
| Live Nation Entertainment (LYV) | 0.6 | $3.0M | 150k | 19.76 | |
| Ebix (EBIXQ) | 0.5 | $2.4M | 162k | 14.71 | |
| Advanced Micro Devices (AMD) | 0.4 | $2.0M | 512k | 3.87 | |
| Veeva Sys Inc cl a (VEEV) | 0.3 | $1.6M | 50k | 32.10 | |
| Gogo (GOGO) | 0.3 | $1.3M | 53k | 24.83 | |
| Universal Display Corporation (OLED) | 0.2 | $1.2M | 35k | 34.37 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $820k | 16k | 51.82 | |
| Rocket Fuel | 0.1 | $628k | 10k | 61.53 | |
| Criteo Sa Ads (CRTO) | 0.1 | $617k | 18k | 34.22 | |
| Nimble Storage | 0.1 | $227k | 5.0k | 45.40 |
