Light Street Capital Management as of Sept. 30, 2019
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 11.1 | $154M | 5.0M | 30.95 | |
| Slack Technologies | 8.3 | $116M | 4.9M | 23.73 | |
| Lyft (LYFT) | 6.8 | $95M | 2.3M | 40.84 | |
| Amazon (AMZN) | 6.6 | $92M | 53k | 1735.91 | |
| Netflix (NFLX) | 5.7 | $80M | 299k | 267.62 | |
| World Wrestling Entertainment | 5.4 | $75M | 1.1M | 71.15 | |
| Microsoft Corporation (MSFT) | 5.3 | $75M | 537k | 139.03 | |
| Match | 5.3 | $74M | 1.0M | 71.44 | |
| Yandex Nv-a (YNDX) | 5.2 | $72M | 2.0M | 35.01 | |
| Walt Disney Company (DIS) | 5.0 | $69M | 529k | 130.32 | |
| Twilio Inc cl a (TWLO) | 3.3 | $46M | 417k | 109.96 | |
| Stoneco (STNE) | 3.2 | $45M | 1.3M | 34.78 | |
| Visa (V) | 3.0 | $42M | 246k | 172.01 | |
| MasterCard Incorporated (MA) | 3.0 | $42M | 155k | 271.57 | |
| IAC/InterActive | 3.0 | $42M | 191k | 217.97 | |
| Gds Holdings ads (GDS) | 2.9 | $40M | 994k | 40.08 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 2.7 | $37M | 4.3M | 8.64 | |
| Pinterest Inc Cl A (PINS) | 2.6 | $37M | 1.4M | 26.45 | |
| So Young International (SY) | 2.2 | $31M | 3.3M | 9.23 | |
| Dynatrace (DT) | 1.8 | $26M | 1.4M | 18.67 | |
| Talend S A ads | 1.8 | $25M | 743k | 33.98 | |
| Uber Technologies (UBER) | 1.6 | $22M | 737k | 30.47 | |
| Chewy Inc cl a (CHWY) | 1.4 | $20M | 800k | 24.58 | |
| Alibaba Group Holding (BABA) | 1.3 | $18M | 106k | 167.23 | |
| Wayfair (W) | 0.7 | $10M | 89k | 112.12 | |
| Realreal (REAL) | 0.4 | $5.6M | 249k | 22.36 | |
| Gridsum Hldg Inc adr repsg cl b | 0.4 | $4.9M | 2.9M | 1.68 | |
| Spotify Technology Sa (SPOT) | 0.1 | $1.8M | 16k | 113.97 |
