Light Street Capital Management as of June 30, 2018
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.6 | $337M | 198k | 1699.81 | |
| Wayfair (W) | 10.5 | $150M | 1.3M | 118.76 | |
| Yandex Nv-a (YNDX) | 7.7 | $110M | 3.1M | 35.90 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 6.0 | $86M | 3.1M | 27.75 | |
| Alibaba Group Holding (BABA) | 5.3 | $76M | 411k | 185.53 | |
| Palo Alto Networks (PANW) | 5.2 | $74M | 359k | 205.47 | |
| Stamps | 4.2 | $59M | 234k | 253.05 | |
| NVIDIA Corporation (NVDA) | 4.1 | $58M | 245k | 236.90 | |
| IAC/InterActive | 4.0 | $57M | 371k | 152.49 | |
| Stitch Fix (SFIX) | 3.9 | $55M | 2.0M | 27.44 | |
| Spotify Technology Sa (SPOT) | 3.3 | $47M | 281k | 168.24 | |
| Microsoft Corporation (MSFT) | 3.2 | $46M | 467k | 98.61 | |
| Madison Square Garden Cl A (MSGS) | 2.9 | $41M | 134k | 310.19 | |
| Everbridge, Inc. Cmn (EVBG) | 2.3 | $33M | 696k | 47.42 | |
| Match | 2.3 | $33M | 850k | 38.74 | |
| Take-Two Interactive Software (TTWO) | 2.1 | $30M | 257k | 118.36 | |
| Dropbox Inc-class A (DBX) | 2.0 | $28M | 873k | 32.42 | |
| Facebook Inc cl a (META) | 1.9 | $27M | 139k | 194.32 | |
| Gty Technology Holdings Inc. unit 99/99/9999 | 1.9 | $27M | 2.5M | 10.62 | |
| Electronic Arts (EA) | 1.5 | $22M | 154k | 141.02 | |
| Gridsum Hldg Inc adr repsg cl b | 1.3 | $18M | 2.6M | 6.96 | |
| Pluralsight Inc Cl A | 0.8 | $12M | 486k | 24.45 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $1.1M | 40k | 27.20 | |
| salesforce (CRM) | 0.1 | $818k | 6.0k | 136.33 |
