Light Street Capital Management as of Dec. 31, 2015
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 25 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc call | 12.3 | $94M | 900k | 104.66 | |
| Facebook Inc cl a (META) | 9.9 | $76M | 725k | 104.66 | |
| Jd (JD) | 7.8 | $60M | 1.9M | 32.26 | |
| 58 Com Inc spon adr rep a | 6.9 | $53M | 800k | 65.96 | |
| Amazon (AMZN) | 5.7 | $44M | 65k | 675.89 | |
| Shopify Inc cl a (SHOP) | 5.4 | $41M | 1.6M | 25.80 | |
| Proofpoint | 5.1 | $39M | 600k | 65.01 | |
| Netflix (NFLX) | 4.5 | $34M | 300k | 114.38 | |
| SBA Communications Corporation | 4.1 | $32M | 300k | 105.07 | |
| Charter Communications | 4.1 | $31M | 170k | 183.10 | |
| Tableau Software Inc Cl A | 3.8 | $29M | 310k | 94.22 | |
| Palo Alto Networks (PANW) | 3.7 | $28M | 160k | 176.14 | |
| Pandora Media Inc cmn | 3.5 | $26M | 2.0M | 13.41 | |
| Ishares msci uk | 2.9 | $22M | 1.4M | 16.14 | |
| priceline.com Incorporated | 2.8 | $22M | 17k | 1274.94 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.7 | $20M | 1.3M | 15.27 | |
| Hubspot (HUBS) | 2.7 | $21M | 363k | 56.31 | |
| Zendesk | 2.3 | $18M | 675k | 26.44 | |
| REPCOM cla | 2.3 | $18M | 280k | 62.47 | |
| Charter Communications Inc D cl a | 1.4 | $11M | 60k | 183.10 | |
| Ctrip.com International | 1.4 | $11M | 231k | 46.33 | |
| 21vianet Group (VNET) | 1.4 | $11M | 500k | 21.14 | |
| Infoblox | 1.3 | $10M | 555k | 18.39 | |
| Care | 1.3 | $10M | 1.4M | 7.16 | |
| Hortonworks | 0.8 | $6.0M | 275k | 21.90 |
