Light Street Capital Management as of Sept. 30, 2017
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 22 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.5 | $214M | 223k | 961.35 | |
| Facebook Inc cl a (META) | 6.6 | $81M | 475k | 170.87 | |
| Stamps | 6.3 | $77M | 380k | 202.65 | |
| Momo | 6.3 | $77M | 2.5M | 31.34 | |
| Match | 6.0 | $74M | 3.2M | 23.19 | |
| Wix (WIX) | 5.7 | $70M | 975k | 71.85 | |
| Target Corporation (TGT) | 5.5 | $68M | 1.2M | 59.01 | |
| Wayfair (W) | 4.9 | $60M | 887k | 67.40 | |
| Alibaba Group Holding (BABA) | 4.5 | $55M | 320k | 172.71 | |
| LogMeIn | 4.0 | $50M | 450k | 110.05 | |
| priceline.com Incorporated | 4.0 | $49M | 27k | 1830.83 | |
| Square Inc cl a (SQ) | 3.9 | $48M | 1.7M | 28.81 | |
| Imax Corp Cad (IMAX) | 3.7 | $45M | 2.0M | 22.65 | |
| Tesla Motors (TSLA) | 3.6 | $44M | 130k | 341.10 | |
| Expedia (EXPE) | 3.5 | $43M | 300k | 143.94 | |
| Shopify Inc cl a (SHOP) | 3.5 | $43M | 365k | 116.49 | |
| Palo Alto Networks (PANW) | 3.2 | $39M | 270k | 144.10 | |
| Universal Display Corporation (OLED) | 2.4 | $30M | 230k | 128.85 | |
| Gty Technology Holdings Inc. unit 99/99/9999 | 2.1 | $26M | 2.5M | 10.46 | |
| Take-Two Interactive Software (TTWO) | 1.2 | $15M | 150k | 102.23 | |
| Blackline (BL) | 0.9 | $11M | 320k | 34.12 | |
| Despegar Com Corp ord (DESP) | 0.5 | $5.9M | 185k | 32.00 |
