Light Street Capital Management as of June 30, 2019
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Slack Technologies | 10.8 | $199M | 5.3M | 37.50 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 8.6 | $160M | 4.8M | 33.22 | |
| Uber Technologies (UBER) | 6.5 | $120M | 2.6M | 46.38 | |
| Netflix (NFLX) | 6.0 | $112M | 304k | 367.32 | |
| Pinterest Inc Cl A (PINS) | 5.3 | $99M | 3.6M | 27.22 | |
| Amazon (AMZN) | 5.2 | $97M | 51k | 1893.63 | |
| Yandex Nv-a (YNDX) | 4.7 | $87M | 2.3M | 38.00 | |
| Lyft (LYFT) | 4.7 | $86M | 1.3M | 65.71 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 4.5 | $84M | 4.0M | 20.80 | |
| Twilio Inc cl a (TWLO) | 3.9 | $71M | 522k | 136.35 | |
| Gds Holdings ads (GDS) | 3.8 | $70M | 1.9M | 37.57 | |
| Walt Disney Company (DIS) | 3.5 | $65M | 466k | 139.64 | |
| Match | 3.4 | $63M | 938k | 67.27 | |
| Carbon Black | 3.4 | $62M | 3.7M | 16.72 | |
| IAC/InterActive | 3.1 | $58M | 265k | 217.53 | |
| Smartsheet (SMAR) | 2.9 | $53M | 1.1M | 48.40 | |
| World Wrestling Entertainment | 2.9 | $53M | 730k | 72.21 | |
| Microsoft Corporation (MSFT) | 2.5 | $47M | 349k | 133.96 | |
| Everbridge, Inc. Cmn (EVBG) | 2.4 | $45M | 504k | 89.42 | |
| So Young International (SY) | 2.3 | $43M | 3.1M | 13.89 | |
| Palo Alto Networks (PANW) | 1.6 | $30M | 147k | 203.76 | |
| Chewy Inc cl a (CHWY) | 1.5 | $28M | 800k | 35.00 | |
| Wayfair (W) | 1.5 | $27M | 186k | 146.00 | |
| Spotify Technology Sa (SPOT) | 1.4 | $26M | 176k | 146.22 | |
| salesforce (CRM) | 1.2 | $23M | 151k | 151.73 | |
| Fiverr Intl Ltd ord (FVRR) | 1.2 | $21M | 722k | 29.70 | |
| Realreal (REAL) | 0.6 | $10M | 350k | 28.90 | |
| Gridsum Hldg Inc adr repsg cl b | 0.4 | $8.2M | 2.9M | 2.78 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $5.1M | 75k | 68.29 |
