Light Street Capital Management as of Dec. 31, 2020
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 44 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unity Software (U) | 22.0 | $739M | 4.8M | 153.47 | |
| Sea Sponsord Ads (SE) | 4.8 | $161M | 809k | 199.05 | |
| Sunrun (RUN) | 4.0 | $135M | 1.9M | 69.38 | |
| Purple Innovatio (PRPL) | 3.3 | $110M | 3.3M | 32.94 | |
| Dynatrace Com New (DT) | 3.0 | $101M | 2.3M | 43.27 | |
| Stoneco Com Cl A (STNE) | 2.9 | $97M | 1.2M | 83.92 | |
| Sunnova Energy International (NOVA) | 2.9 | $97M | 2.1M | 45.13 | |
| Match Group (MTCH) | 2.7 | $89M | 590k | 151.19 | |
| Tpg Pace Ben Fin Corp Cl A Com | 2.6 | $87M | 3.4M | 25.87 | |
| NCR Corporation (VYX) | 2.6 | $86M | 2.3M | 37.57 | |
| Cree | 2.5 | $84M | 795k | 105.90 | |
| Peloton Interactive Cl A Com (PTON) | 2.5 | $83M | 545k | 151.72 | |
| Goodrx Hldgs Com Cl A (GDRX) | 2.4 | $82M | 2.0M | 40.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $81M | 380k | 211.82 | |
| Caesars Entertainment (CZR) | 2.4 | $80M | 1.1M | 74.27 | |
| Amazon (AMZN) | 2.3 | $77M | 24k | 3256.93 | |
| Etsy (ETSY) | 2.3 | $76M | 427k | 177.91 | |
| Netflix (NFLX) | 2.1 | $69M | 128k | 540.73 | |
| Cardlytics (CDLX) | 1.9 | $64M | 447k | 142.77 | |
| Jd.com Spon Adr Cl A (JD) | 1.9 | $64M | 726k | 87.90 | |
| Pinterest Cl A (PINS) | 1.9 | $63M | 961k | 65.90 | |
| Zoom Video Communications In Cl A (ZM) | 1.7 | $58M | 172k | 337.32 | |
| Broadcom (AVGO) | 1.6 | $55M | 125k | 437.85 | |
| Twc Tech Hldgs Ii Corp Unit 09/10/2025 | 1.6 | $54M | 5.0M | 10.75 | |
| EXACT Sciences Corporation (EXAS) | 1.6 | $54M | 405k | 132.49 | |
| Talend S A Ads | 1.5 | $52M | 1.4M | 38.34 | |
| Tpg Pace Tech Opportunities Unit 99/99/9999 | 1.5 | $51M | 4.5M | 11.36 | |
| Paypal Holdings (PYPL) | 1.5 | $51M | 218k | 234.20 | |
| Rapid7 (RPD) | 1.5 | $50M | 553k | 90.16 | |
| Tesla Motors (TSLA) | 1.4 | $48M | 68k | 705.67 | |
| Chewy Cl A (CHWY) | 1.4 | $48M | 537k | 89.89 | |
| Accel Entertainment Com Cl A1 (ACEL) | 1.4 | $48M | 4.7M | 10.10 | |
| stock | 1.3 | $45M | 263k | 169.89 | |
| Tenable Hldgs (TENB) | 1.0 | $34M | 652k | 52.26 | |
| Intuit (INTU) | 0.9 | $31M | 82k | 379.85 | |
| Bridgetown Holdings Unit 10/15/2025 | 0.9 | $30M | 1.7M | 16.98 | |
| Square Cl A (SQ) | 0.7 | $25M | 115k | 217.64 | |
| Guardant Health (GH) | 0.6 | $21M | 163k | 128.88 | |
| Phreesia (PHR) | 0.5 | $18M | 327k | 54.26 | |
| Lyft Cl A Com (LYFT) | 0.4 | $15M | 301k | 49.13 | |
| Wayfair Cl A (W) | 0.4 | $13M | 60k | 225.80 | |
| Nebula Caravel Acquisition C Unit 12/09/2023 | 0.3 | $11M | 1.0M | 10.80 | |
| Biolife Solutions Com New (BLFS) | 0.3 | $11M | 265k | 39.89 | |
| Microsoft Corporation (MSFT) | 0.3 | $9.5M | 43k | 222.42 |
