Light Street Capital Management as of March 31, 2015
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 29 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 8.4 | $54M | 655k | 82.21 | |
| Facebook Call Call Option | 7.7 | $49M | 600k | 82.22 | |
| Apple (AAPL) | 6.6 | $42M | 340k | 124.43 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 5.7 | $36M | 1.2M | 29.44 | |
| Madison Square Garden Cl A | 5.5 | $35M | 418k | 84.65 | |
| Yy Ads Repcom Cla | 5.5 | $35M | 640k | 54.55 | |
| 21vianet Group Sponsored Adr (VNET) | 5.1 | $33M | 1.9M | 17.66 | |
| SBA Communications Corporation | 4.8 | $31M | 261k | 117.10 | |
| Charter Communications Inc D Cl A New | 4.2 | $27M | 138k | 193.11 | |
| Priceline Grp Com New | 3.9 | $25M | 21k | 1164.13 | |
| Proofpoint | 3.7 | $23M | 395k | 59.22 | |
| Liberty Media Corp Delaware Com Ser C | 3.3 | $21M | 554k | 38.20 | |
| Pandora Media | 3.1 | $20M | 1.2M | 16.21 | |
| Avago Technologies SHS | 3.0 | $19M | 149k | 126.98 | |
| Amazon (AMZN) | 2.8 | $18M | 48k | 372.10 | |
| Tableau Software Cl A | 2.8 | $18M | 190k | 92.52 | |
| Grubhub | 2.6 | $17M | 368k | 45.39 | |
| Yandex N V Shs Class A (YNDX) | 2.4 | $16M | 1.0M | 15.17 | |
| Autohome Sp Adr Rp Cl A (ATHM) | 2.4 | $15M | 349k | 43.97 | |
| Fireeye | 2.1 | $13M | 335k | 39.25 | |
| Palo Alto Networks (PANW) | 2.0 | $13M | 88k | 146.07 | |
| Xoom | 1.8 | $12M | 801k | 14.69 | |
| Freescale Semiconductor SHS | 1.8 | $12M | 281k | 40.76 | |
| JD Spon Adr Cl A (JD) | 1.8 | $11M | 387k | 29.38 | |
| Care | 1.7 | $11M | 1.4M | 7.58 | |
| Qihoo 360 Technology Ads | 1.7 | $11M | 211k | 51.20 | |
| Sirius Xm Holdings (SIRI) | 1.4 | $8.8M | 2.3M | 3.82 | |
| 58 Spon Adr Rep A | 1.2 | $7.9M | 149k | 52.88 | |
| Coupons | 1.1 | $6.9M | 589k | 11.74 |
