Light Street Capital Management as of Sept. 30, 2014
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 34 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 9.2 | $65M | 825k | 79.04 | |
| REPCOM cla | 5.6 | $39M | 525k | 74.89 | |
| Qihoo 360 Technologies Co Lt | 5.1 | $36M | 535k | 67.47 | |
| Fireeye | 4.3 | $31M | 1.0M | 30.56 | |
| Pandora Media | 4.3 | $30M | 1.3M | 24.16 | |
| Apple (AAPL) | 4.1 | $29M | 287k | 100.75 | |
| 58 Com Inc spon adr rep a | 4.0 | $28M | 750k | 37.25 | |
| 3.8 | $27M | 514k | 51.58 | ||
| Netflix (NFLX) | 3.6 | $26M | 57k | 451.17 | |
| Autohome Inc- (ATHM) | 3.6 | $25M | 605k | 42.01 | |
| Yandex Nv-a (YNDX) | 3.5 | $25M | 900k | 27.80 | |
| priceline.com Incorporated | 3.5 | $25M | 21k | 1158.60 | |
| America Movil Sab De Cv spon adr l | 3.4 | $24M | 950k | 25.20 | |
| Tableau Software Inc Cl A | 3.4 | $24M | 330k | 72.65 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.9 | $21M | 110k | 189.01 | |
| Zulily Inc cl a | 2.8 | $20M | 525k | 37.89 | |
| Xoom | 2.7 | $19M | 875k | 21.95 | |
| Jumei Intl Hldg Ltd Sponsored | 2.7 | $19M | 810k | 23.48 | |
| Universal Display Corporation (OLED) | 2.6 | $18M | 557k | 32.64 | |
| SBA Communications Corporation | 2.5 | $17M | 156k | 110.90 | |
| Gopro (GPRO) | 2.4 | $17M | 177k | 93.70 | |
| Marketo | 2.2 | $16M | 485k | 32.30 | |
| Jd (JD) | 2.2 | $16M | 600k | 25.82 | |
| Lamar Advertising Company | 2.1 | $15M | 300k | 49.25 | |
| Rambus (RMBS) | 2.0 | $14M | 1.1M | 12.48 | |
| Care | 1.8 | $12M | 1.5M | 8.15 | |
| Tripadvisor (TRIP) | 1.6 | $11M | 125k | 91.42 | |
| eBay (EBAY) | 1.5 | $11M | 190k | 56.63 | |
| Sirius Xm Holdings (SIRI) | 1.4 | $9.8M | 2.8M | 3.49 | |
| Alibaba Group Holding (BABA) | 1.4 | $9.8M | 110k | 88.85 | |
| Mobileye | 1.1 | $8.0M | 150k | 53.59 | |
| Cornerstone Ondemand | 1.1 | $7.9M | 228k | 34.41 | |
| Bitauto Hldg | 0.9 | $6.2M | 80k | 78.00 | |
| Cvent | 0.8 | $5.8M | 229k | 25.37 |
