Light Street Capital Management

Light Street Capital Management as of March 31, 2014

Portfolio Holdings for Light Street Capital Management

Light Street Capital Management holds 40 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
58 Com Inc spon adr rep a 7.0 $38M 920k 41.63
Facebook Inc cl a (META) 6.3 $34M 570k 60.24
SouFun Holdings 6.3 $34M 500k 68.42
REPCOM cla 6.2 $34M 441k 76.36
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 6.2 $34M 225k 149.30
Qihoo 360 Technologies Co Lt 5.9 $32M 324k 99.58
Pandora Media 5.5 $30M 1.0M 30.32
Autohome Inc- (ATHM) 5.0 $28M 716k 38.41
Netflix (NFLX) 4.5 $25M 70k 352.03
Apple (AAPL) 4.0 $22M 41k 536.73
Care 3.7 $20M 1.2M 16.55
priceline.com Incorporated 3.1 $17M 14k 1191.92
Sirius Xm Holdings (SIRI) 3.1 $17M 5.3M 3.20
Lamar Advertising Company 2.9 $16M 305k 51.00
SBA Communications Corporation 2.7 $15M 163k 90.96
Atmel Corporation 2.4 $13M 1.5M 8.36
IAC/InterActive 2.3 $13M 175k 71.39
Xoom 2.1 $12M 601k 19.52
Cvent 2.1 $12M 320k 36.15
Yandex Nv-a (YNDX) 1.7 $9.1M 300k 30.19
E-House 1.6 $8.8M 724k 12.09
Liberty Global Inc Com Ser A 1.6 $8.5M 204k 41.60
Liberty Global Inc C 1.5 $8.3M 204k 40.71
8x8 (EGHT) 1.5 $8.0M 740k 10.81
Yahoo! 1.4 $7.8M 218k 35.90
Myriad Genetics (MYGN) 1.4 $7.5M 220k 34.19
Himax Technologies (HIMX) 1.2 $6.7M 583k 11.52
Rambus (RMBS) 1.1 $6.0M 554k 10.75
Global Eagle Acquisition Cor 0.9 $5.2M 330k 15.78
Workday Inc cl a (WDAY) 0.7 $3.8M 41k 91.42
Servicenow (NOW) 0.7 $3.7M 62k 59.92
Criteo Sa Ads (CRTO) 0.6 $3.0M 75k 40.55
21vianet Group (VNET) 0.5 $2.9M 100k 28.70
Bitauto Hldg 0.5 $2.8M 80k 35.84
Marketo 0.5 $2.8M 85k 32.67
Rocket Fuel 0.5 $2.8M 65k 42.88
Ebix (EBIXQ) 0.5 $2.5M 145k 17.07
Coupons 0.2 $1.2M 50k 24.64
E Commerce China Dangdang 0.1 $718k 50k 14.36
Aixtron 0.1 $489k 30k 16.30