Light Street Capital Management as of Dec. 31, 2017
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.7 | $265M | 227k | 1169.47 | |
| Wayfair (W) | 8.5 | $78M | 975k | 80.27 | |
| Match | 8.2 | $76M | 2.4M | 31.31 | |
| Facebook Inc cl a (META) | 7.6 | $71M | 400k | 176.46 | |
| Stamps | 6.1 | $56M | 300k | 188.00 | |
| Alibaba Group Holding (BABA) | 5.1 | $47M | 275k | 172.43 | |
| Shopify Inc cl a (SHOP) | 4.6 | $43M | 425k | 101.00 | |
| Square Inc cl a (SQ) | 4.6 | $43M | 1.2M | 34.67 | |
| Microsoft Corporation (MSFT) | 3.7 | $34M | 400k | 85.54 | |
| NetEase (NTES) | 3.2 | $29M | 85k | 345.07 | |
| Stitch Fix (SFIX) | 3.1 | $28M | 1.1M | 25.83 | |
| Gty Technology Holdings Inc. unit 99/99/9999 | 2.8 | $26M | 2.5M | 10.31 | |
| TAL Education (TAL) | 2.7 | $25M | 850k | 29.71 | |
| Tesla Motors (TSLA) | 2.5 | $23M | 75k | 311.35 | |
| Imax Corp Cad (IMAX) | 2.0 | $19M | 800k | 23.15 | |
| Okta Inc cl a (OKTA) | 1.9 | $18M | 700k | 25.61 | |
| LogMeIn | 1.6 | $15M | 131k | 114.50 | |
| MercadoLibre (MELI) | 1.3 | $12M | 37k | 314.65 | |
| Momo | 1.0 | $9.6M | 394k | 24.48 | |
| Coupa Software | 0.4 | $3.9M | 125k | 31.22 | |
| Palo Alto Networks (PANW) | 0.3 | $2.9M | 20k | 144.95 |
