Light Street Capital Management as of Dec. 31, 2014
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 33 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 9.4 | $53M | 675k | 78.02 | |
| Apple (AAPL) | 8.4 | $47M | 425k | 110.38 | |
| REPCOM cla | 6.2 | $35M | 561k | 62.34 | |
| SBA Communications Corporation | 5.9 | $33M | 300k | 110.76 | |
| 21vianet Group (VNET) | 4.7 | $26M | 1.7M | 15.47 | |
| Pandora Media | 4.5 | $25M | 1.4M | 17.83 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.0 | $23M | 1.2M | 19.54 | |
| Fireeye | 3.9 | $22M | 700k | 31.58 | |
| Yandex Nv-a (YNDX) | 3.9 | $22M | 1.2M | 17.96 | |
| Tableau Software Inc Cl A | 3.8 | $21M | 250k | 84.76 | |
| Madison Square Garden | 3.8 | $21M | 280k | 75.26 | |
| Baidu (BIDU) | 3.7 | $21M | 90k | 227.97 | |
| Xoom | 3.3 | $18M | 1.1M | 17.51 | |
| 58 Com Inc spon adr rep a | 3.0 | $17M | 404k | 41.55 | |
| Palo Alto Networks (PANW) | 2.8 | $16M | 130k | 122.57 | |
| Amazon (AMZN) | 2.8 | $16M | 50k | 310.36 | |
| Shutterstock (SSTK) | 2.8 | $16M | 225k | 69.10 | |
| Live Nation Entertainment (LYV) | 2.4 | $14M | 520k | 26.11 | |
| Charter Communications | 2.4 | $13M | 80k | 166.62 | |
| Care | 2.2 | $13M | 1.5M | 8.28 | |
| Marketo | 2.2 | $12M | 371k | 32.72 | |
| Avago Technologies | 1.7 | $9.6M | 95k | 100.59 | |
| Skyworks Solutions (SWKS) | 1.7 | $9.5M | 130k | 72.71 | |
| Autohome Inc- (ATHM) | 1.6 | $9.3M | 255k | 36.36 | |
| Jumei Intl Hldg Ltd Sponsored | 1.6 | $9.0M | 662k | 13.62 | |
| Universal Display Corporation (OLED) | 1.5 | $8.4M | 302k | 27.75 | |
| Freescale Semiconductor Holdin | 1.4 | $8.1M | 320k | 25.23 | |
| Sirius Xm Holdings (SIRI) | 1.4 | $8.1M | 2.3M | 3.50 | |
| Crown Castle Intl (CCI) | 1.4 | $7.9M | 100k | 78.70 | |
| priceline.com Incorporated | 0.7 | $3.9M | 3.4k | 1140.29 | |
| Market Vectors Russia Etf opt | 0.7 | $3.7M | 250k | 14.63 | |
| New Relic | 0.1 | $697k | 20k | 34.85 | |
| Hortonworks | 0.1 | $405k | 15k | 27.00 |
