Light Street Capital Management as of March 31, 2016
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 24 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 13.1 | $77M | 675k | 114.10 | |
| Shopify Inc cl a (SHOP) | 9.1 | $54M | 1.9M | 28.21 | |
| Amazon (AMZN) | 9.1 | $53M | 90k | 593.64 | |
| Jd (JD) | 7.8 | $46M | 1.7M | 26.50 | |
| 58 Com Inc spon adr rep a | 7.1 | $42M | 750k | 55.65 | |
| Palo Alto Networks (PANW) | 4.9 | $29M | 175k | 163.14 | |
| Charter Communications | 4.8 | $28M | 139k | 202.43 | |
| priceline.com Incorporated | 4.7 | $28M | 22k | 1288.98 | |
| Proofpoint | 4.1 | $24M | 450k | 53.78 | |
| Apple (AAPL) | 3.7 | $22M | 200k | 108.99 | |
| Zendesk | 3.6 | $21M | 1.0M | 20.93 | |
| Tableau Software Inc Cl A | 3.5 | $21M | 450k | 45.87 | |
| Expedia (EXPE) | 3.3 | $19M | 180k | 107.82 | |
| Netflix (NFLX) | 3.0 | $18M | 175k | 102.23 | |
| Hubspot (HUBS) | 3.0 | $17M | 400k | 43.62 | |
| salesforce (CRM) | 2.3 | $13M | 180k | 73.83 | |
| Time Warner | 2.2 | $13M | 180k | 72.55 | |
| Servicenow (NOW) | 2.1 | $12M | 200k | 61.18 | |
| Charter Communications Inc D cl a | 2.1 | $12M | 60k | 202.43 | |
| MercadoLibre (MELI) | 2.0 | $12M | 98k | 117.85 | |
| REPCOM cla | 1.6 | $9.5M | 154k | 61.59 | |
| Care | 1.5 | $8.6M | 1.4M | 6.15 | |
| Infoblox | 0.9 | $5.1M | 300k | 17.10 | |
| Beigene (BGNE) | 0.5 | $2.9M | 100k | 29.31 |
