Light Street Capital Management as of Dec. 31, 2019
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 28 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 11.0 | $184M | 4.6M | 40.22 | |
| Netflix (NFLX) | 7.8 | $130M | 401k | 323.57 | |
| Lyft (LYFT) | 7.0 | $117M | 2.7M | 43.02 | |
| Amazon (AMZN) | 5.8 | $97M | 53k | 1847.83 | |
| Pinterest Inc Cl A (PINS) | 5.6 | $94M | 5.0M | 18.64 | |
| Slack Technologies | 5.0 | $84M | 3.7M | 22.48 | |
| Alibaba Group Holding (BABA) | 4.7 | $78M | 369k | 212.10 | |
| Match | 4.7 | $78M | 949k | 82.11 | |
| Walt Disney Company (DIS) | 4.5 | $76M | 527k | 144.63 | |
| Microsoft Corporation (MSFT) | 4.5 | $76M | 480k | 157.70 | |
| Activision Blizzard | 3.9 | $66M | 1.1M | 59.42 | |
| Uber Technologies (UBER) | 3.9 | $65M | 2.2M | 29.74 | |
| Stoneco (STNE) | 3.6 | $61M | 1.5M | 39.89 | |
| Servicenow (NOW) | 3.2 | $54M | 190k | 282.32 | |
| Talend S A ads | 3.0 | $51M | 1.3M | 39.11 | |
| Gds Holdings ads (GDS) | 2.9 | $48M | 938k | 51.58 | |
| Asml Holding (ASML) | 2.9 | $48M | 163k | 295.94 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.7 | $45M | 905k | 49.87 | |
| Dynatrace (DT) | 2.5 | $41M | 1.6M | 25.30 | |
| Smartsheet (SMAR) | 2.0 | $33M | 741k | 44.92 | |
| So Young International (SY) | 1.7 | $29M | 2.4M | 12.22 | |
| salesforce (CRM) | 1.7 | $28M | 174k | 162.64 | |
| Twilio Inc cl a (TWLO) | 1.5 | $26M | 263k | 98.28 | |
| IAC/InterActive | 1.5 | $25M | 101k | 249.11 | |
| Visa (V) | 1.1 | $19M | 102k | 187.90 | |
| Pinduoduo (PDD) | 0.9 | $15M | 388k | 37.82 | |
| Gridsum Hldg Inc adr repsg cl b | 0.2 | $3.5M | 2.9M | 1.22 | |
| Spotify Technology Sa (SPOT) | 0.1 | $1.2M | 8.0k | 149.50 |
