Light Street Capital Management as of Sept. 30, 2018
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 27.1 | $397M | 198k | 2003.00 | |
| Wayfair (W) | 11.2 | $164M | 1.1M | 147.67 | |
| Yandex Nv-a (YNDX) | 7.3 | $107M | 3.2M | 32.89 | |
| IAC/InterActive | 6.7 | $98M | 454k | 216.72 | |
| Palo Alto Networks (PANW) | 6.1 | $90M | 398k | 225.26 | |
| Madison Square Garden Cl A (MSGS) | 5.5 | $80M | 255k | 315.32 | |
| Take-Two Interactive Software (TTWO) | 4.8 | $71M | 515k | 137.99 | |
| Microsoft Corporation (MSFT) | 4.5 | $66M | 573k | 114.37 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 3.6 | $53M | 1.9M | 27.67 | |
| Spotify Technology Sa (SPOT) | 3.5 | $51M | 282k | 180.83 | |
| Everbridge, Inc. Cmn (EVBG) | 3.0 | $44M | 763k | 57.64 | |
| Momo | 2.9 | $42M | 963k | 43.80 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 2.7 | $40M | 1.5M | 27.23 | |
| Stamps | 2.5 | $36M | 160k | 226.20 | |
| Universal Display Corporation (OLED) | 1.9 | $27M | 230k | 117.90 | |
| Gty Technology Holdings Inc. unit 99/99/9999 | 1.9 | $27M | 2.5M | 10.82 | |
| Stitch Fix (SFIX) | 1.7 | $26M | 582k | 43.77 | |
| Gridsum Hldg Inc adr repsg cl b | 1.1 | $17M | 2.6M | 6.42 | |
| NVIDIA Corporation (NVDA) | 0.9 | $13M | 46k | 281.02 | |
| Alibaba Group Holding (BABA) | 0.7 | $11M | 65k | 164.75 | |
| Eventbrite (EB) | 0.3 | $4.6M | 120k | 37.97 | |
| salesforce (CRM) | 0.1 | $1.3M | 8.0k | 159.00 |
