Light Street Capital Management

Latest statistics and disclosures from Light Street Capital Management's latest quarterly 13F-HR filing:

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Positions held by Light Street Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Light Street Capital Management

Companies in the Light Street Capital Management portfolio as of 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 -7% 4.8M 153.47
Sea Sponsord Ads (SE) 4.8 $161M -29% 809k 199.05
Sunrun (RUN) 4.0 $135M NEW 1.9M 69.38
Purple Innovatio (PRPL) 3.3 $110M +30% 3.3M 32.94
Dynatrace Com New (DT) 3.0 $101M +73% 2.3M 43.27
Stoneco Com Cl A (STNE) 2.9 $97M -32% 1.2M 83.92
Sunnova Energy International (NOVA) 2.9 $97M NEW 2.1M 45.13
Match Group (MTCH) 2.7 $89M -8% 590k 151.19
Tpg Pace Ben Fin Corp Cl A Com (TPGY) 2.6 $87M NEW 3.4M 25.87
NCR Corporation (NCR) 2.6 $86M -17% 2.3M 37.57
Cree (CREE) 2.5 $84M -6% 795k 105.90
Peloton Interactive Cl A Com (PTON) 2.5 $83M -44% 545k 151.72
Goodrx Hldgs Com Cl A (GDRX) 2.4 $82M +14% 2.0M 40.34
Crowdstrike Hldgs Cl A (CRWD) 2.4 $81M -19% 380k 211.82

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Caesars Entertainment (CZR) 2.4 $80M -29% 1.1M 74.27
Amazon (AMZN) 2.3 $77M +28% 24k 3256.93
Etsy (ETSY) 2.3 $76M -37% 427k 177.91
Netflix (NFLX) 2.1 $69M 128k 540.73
Cardlytics (CDLX) 1.9 $64M NEW 447k 142.77
Jd.com Spon Adr Cl A (JD) 1.9 $64M -32% 726k 87.90
Pinterest Cl A (PINS) 1.9 $63M +1072% 961k 65.90
Zoom Video Communications In Cl A (ZM) 1.7 $58M -3% 172k 337.32
Broadcom (AVGO) 1.6 $55M -23% 125k 437.85
Twc Tech Hldgs Ii Corp Unit 09/10/2025 (TWCTU) 1.6 $54M 5.0M 10.75
EXACT Sciences Corporation (EXAS) 1.6 $54M NEW 405k 132.49
Talend S A Ads (TLND) 1.5 $52M -32% 1.4M 38.34
Tpg Pace Tech Opportunities Unit 99/99/9999 (PACE.U) 1.5 $51M NEW 4.5M 11.36
Paypal Holdings (PYPL) 1.5 $51M -30% 218k 234.20
Rapid7 (RPD) 1.5 $50M NEW 553k 90.16
Tesla Motors (TSLA) 1.4 $48M -55% 68k 705.67
Chewy Cl A (CHWY) 1.4 $48M -23% 537k 89.89
Accel Entertainment Com Cl A1 (ACEL) 1.4 $48M 4.7M 10.10
stock (SPLK) 1.3 $45M NEW 263k 169.89
Tenable Hldgs (TENB) 1.0 $34M NEW 652k 52.26
Intuit (INTU) 0.9 $31M NEW 82k 379.85
Bridgetown Holdings Unit 10/15/2025 (BTWNU) 0.9 $30M NEW 1.7M 16.98
Square Cl A (SQ) 0.7 $25M NEW 115k 217.64
Guardant Health (GH) 0.6 $21M NEW 163k 128.88
Phreesia (PHR) 0.5 $18M NEW 327k 54.26
Lyft Cl A Com (LYFT) 0.4 $15M 301k 49.13
Wayfair Cl A (W) 0.4 $13M -54% 60k 225.80
Nebula Caravel Acquisition C Unit 12/09/2023 (NEBCU) 0.3 $11M NEW 1.0M 10.80
Biolife Solutions Com New (BLFS) 0.3 $11M NEW 265k 39.89
Microsoft Corporation (MSFT) 0.3 $9.5M +21% 43k 222.42

Past Filings by Light Street Capital Management

SEC 13F filings are viewable for Light Street Capital Management going back to 2012

View all past filings