Light Street Capital Management as of March 31, 2019
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 22 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.7 | $355M | 199k | 1780.74 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 7.8 | $116M | 4.9M | 23.52 | |
| Netflix (NFLX) | 7.4 | $110M | 309k | 356.56 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 6.5 | $97M | 3.6M | 26.91 | |
| Yandex Nv-a (YNDX) | 6.2 | $92M | 2.7M | 34.34 | |
| Mongodb Inc. Class A (MDB) | 5.8 | $87M | 589k | 147.02 | |
| Twilio Inc cl a (TWLO) | 5.7 | $86M | 662k | 129.18 | |
| IAC/InterActive | 4.7 | $70M | 333k | 210.11 | |
| Everbridge, Inc. Cmn (EVBG) | 4.4 | $65M | 870k | 75.01 | |
| Match | 3.5 | $53M | 939k | 56.61 | |
| World Wrestling Entertainment | 3.4 | $52M | 593k | 86.78 | |
| Palo Alto Networks (PANW) | 3.4 | $50M | 207k | 242.88 | |
| Microsoft Corporation (MSFT) | 3.3 | $50M | 420k | 117.94 | |
| Lyft (LYFT) | 3.3 | $50M | 633k | 78.29 | |
| Gds Holdings ads (GDS) | 3.1 | $46M | 1.3M | 35.69 | |
| salesforce (CRM) | 2.0 | $30M | 188k | 158.37 | |
| Stoneco (STNE) | 1.9 | $28M | 684k | 41.11 | |
| Spotify Technology Sa (SPOT) | 1.8 | $27M | 195k | 138.80 | |
| Wayfair (W) | 0.9 | $13M | 88k | 148.45 | |
| Stitch Fix (SFIX) | 0.8 | $12M | 415k | 28.23 | |
| Gridsum Hldg Inc adr repsg cl b | 0.6 | $8.7M | 2.9M | 2.96 | |
| Gty Technology Holdings Inc *w exp 02/19/202 | 0.0 | $463k | 772k | 0.60 |
