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 |