Light Street Capital Management as of March 31, 2020
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 45 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.9 | $111M | 57k | 1949.73 | |
| Slack Technologies | 5.8 | $110M | 4.1M | 26.84 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.4 | $103M | 2.3M | 44.31 | |
| Netflix (NFLX) | 3.9 | $74M | 197k | 375.50 | |
| Match | 3.6 | $69M | 1.0M | 66.04 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.4 | $65M | 1.2M | 55.68 | |
| Wayfair (W) | 3.3 | $62M | 1.2M | 53.44 | |
| Lyft (LYFT) | 3.0 | $57M | 2.1M | 26.85 | |
| Uber Technologies (UBER) | 2.9 | $55M | 2.0M | 27.92 | |
| Broadcom (AVGO) | 2.8 | $54M | 229k | 237.10 | |
| Gilead Sciences (GILD) | 2.7 | $52M | 699k | 74.76 | |
| Asml Holding (ASML) | 2.7 | $52M | 199k | 261.64 | |
| Activision Blizzard | 2.7 | $51M | 860k | 59.48 | |
| Alibaba Group Holding (BABA) | 2.7 | $51M | 260k | 194.48 | |
| Paypal Holdings (PYPL) | 2.6 | $50M | 525k | 95.74 | |
| Gds Holdings ads (GDS) | 2.6 | $49M | 845k | 57.97 | |
| Datadog Inc Cl A (DDOG) | 2.5 | $48M | 1.3M | 35.98 | |
| Smartsheet (SMAR) | 2.5 | $48M | 1.1M | 41.51 | |
| Dynatrace (DT) | 2.5 | $48M | 2.0M | 23.84 | |
| Five9 (FIVN) | 2.5 | $47M | 616k | 76.46 | |
| Microsoft Corporation (MSFT) | 2.4 | $45M | 286k | 157.71 | |
| Jd (JD) | 2.2 | $42M | 1.0M | 40.50 | |
| Godaddy Inc cl a (GDDY) | 2.1 | $40M | 705k | 57.11 | |
| Cree | 1.9 | $37M | 1.0M | 35.46 | |
| Ringcentral (RNG) | 1.9 | $36M | 170k | 211.91 | |
| Tesla Motors (TSLA) | 1.9 | $36M | 68k | 524.00 | |
| Facebook Inc cl a (META) | 1.8 | $35M | 208k | 166.80 | |
| Stoneco (STNE) | 1.8 | $34M | 1.6M | 21.77 | |
| Live Nation Entertainment (LYV) | 1.7 | $33M | 730k | 45.46 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.7 | $32M | 2.1M | 15.58 | |
| Norwegian Cruise Line Hldgs (NCLH) | 1.6 | $31M | 2.8M | 10.96 | |
| Visa (V) | 1.5 | $29M | 183k | 161.12 | |
| Royal Caribbean Cruises (RCL) | 1.5 | $29M | 897k | 32.17 | |
| Stars Group | 1.3 | $26M | 1.3M | 20.42 | |
| Regeneron Pharmaceuticals (REGN) | 1.3 | $25M | 52k | 488.29 | |
| Carnival Corporation (CCL) | 1.3 | $25M | 1.9M | 13.17 | |
| Talend S A ads | 1.3 | $24M | 1.1M | 22.43 | |
| TAL Education (TAL) | 1.2 | $23M | 436k | 53.26 | |
| So Young International (SY) | 1.0 | $19M | 1.8M | 10.24 | |
| Mimecast | 0.8 | $15M | 417k | 35.30 | |
| Workday Inc cl a (WDAY) | 0.7 | $14M | 104k | 130.22 | |
| NCR Corporation (VYX) | 0.7 | $13M | 725k | 17.70 | |
| Gridsum Hldg Inc adr repsg cl b | 0.1 | $1.9M | 2.7M | 0.68 | |
| MasterCard Incorporated (MA) | 0.1 | $1.4M | 5.9k | 241.53 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $1.3M | 82k | 15.44 |
