Light Street Capital Management as of Dec. 31, 2018
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 26 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.3 | $306M | 204k | 1501.97 | |
| Wayfair (W) | 7.6 | $100M | 1.1M | 90.08 | |
| Netflix (NFLX) | 6.3 | $82M | 307k | 267.66 | |
| Microsoft Corporation (MSFT) | 4.8 | $63M | 622k | 101.57 | |
| IAC/InterActive | 4.7 | $62M | 339k | 183.04 | |
| Twilio Inc cl a (TWLO) | 4.6 | $60M | 670k | 89.30 | |
| Everbridge, Inc. Cmn (EVBG) | 4.5 | $58M | 1.0M | 56.76 | |
| Tesla Motors (TSLA) | 4.4 | $58M | 175k | 332.80 | |
| World Wrestling Entertainment | 3.7 | $48M | 645k | 74.72 | |
| salesforce (CRM) | 3.6 | $47M | 341k | 136.97 | |
| Match | 3.5 | $46M | 1.1M | 42.77 | |
| Yandex Nv-a (YNDX) | 3.4 | $44M | 1.6M | 27.35 | |
| Mongodb Inc. Class A (MDB) | 3.3 | $43M | 514k | 83.74 | |
| Okta Inc cl a (OKTA) | 3.1 | $41M | 640k | 63.80 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 3.0 | $40M | 2.2M | 17.71 | |
| Stitch Fix (SFIX) | 3.0 | $39M | 2.3M | 17.09 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $37M | 361k | 102.94 | |
| Spotify Technology Sa (SPOT) | 2.4 | $32M | 282k | 113.50 | |
| Gty Technology Holdings Inc cl a | 1.9 | $25M | 2.5M | 10.05 | |
| Momo | 1.8 | $24M | 1.0M | 23.75 | |
| Stoneco (STNE) | 1.2 | $16M | 849k | 18.44 | |
| Palo Alto Networks (PANW) | 1.2 | $16M | 82k | 188.35 | |
| Stamps | 1.0 | $13M | 82k | 155.64 | |
| Gridsum Hldg Inc adr repsg cl b | 0.4 | $5.8M | 2.6M | 2.23 | |
| Proofpoint | 0.4 | $5.4M | 64k | 83.81 | |
| Gty Technology Holdings Inc w exp 99/99/999 | 0.1 | $650k | 833k | 0.78 |
