Light Street Capital Management as of March 31, 2018
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.2 | $197M | 136k | 1447.35 | |
| Wayfair (W) | 8.8 | $107M | 1.6M | 67.53 | |
| Match | 7.6 | $92M | 2.1M | 44.44 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 6.4 | $78M | 2.0M | 38.32 | |
| NVIDIA Corporation (NVDA) | 5.8 | $71M | 307k | 231.59 | |
| Yandex Nv-a (YNDX) | 5.8 | $70M | 1.8M | 39.45 | |
| Stamps | 5.1 | $62M | 310k | 201.05 | |
| Palo Alto Networks (PANW) | 5.1 | $62M | 343k | 181.52 | |
| Square Inc cl a (SQ) | 5.1 | $62M | 1.3M | 49.20 | |
| Microsoft Corporation (MSFT) | 4.3 | $52M | 568k | 91.27 | |
| Expedia (EXPE) | 4.2 | $51M | 458k | 110.41 | |
| Facebook Inc cl a (META) | 4.1 | $49M | 309k | 159.79 | |
| Madison Square Garden Cl A (MSGS) | 3.7 | $45M | 184k | 245.80 | |
| Stitch Fix (SFIX) | 2.8 | $34M | 1.7M | 20.28 | |
| Dropbox Inc-class A (DBX) | 2.6 | $32M | 1.0M | 31.25 | |
| Okta Inc cl a (OKTA) | 2.4 | $29M | 718k | 39.85 | |
| Alibaba Group Holding (BABA) | 2.3 | $28M | 152k | 183.54 | |
| TAL Education (TAL) | 2.2 | $27M | 717k | 37.09 | |
| Gty Technology Holdings Inc. unit 99/99/9999 | 2.1 | $26M | 2.5M | 10.35 | |
| Shopify Inc cl a (SHOP) | 2.1 | $25M | 203k | 124.59 | |
| Gridsum Hldg Inc adr repsg cl b | 1.1 | $14M | 1.7M | 8.17 | |
| IAC/InterActive | 0.1 | $1.1M | 7.0k | 156.43 | |
| Zscaler Incorporated (ZS) | 0.1 | $1.1M | 40k | 28.08 | |
| salesforce (CRM) | 0.1 | $989k | 8.5k | 116.35 |
