Light Street Capital portfolio · 2012-12-31
Disclosed long book
$132.4 million
Long positions
30
Calls / puts
1 / 0
Top 5 concentration
33.5%
Longs with AI data
2 / 30
Average AI 1Y
+15.6%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
This quarter is marked source summary variance, so change classifications are withheld.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
QIHOO 360 TECHNOLOGY CO LTD QIHOO 360 TECHNOLOGY CO LTD · ADS · 74734M109 | LONG | 376,826 | $11.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 20,300 | $10.8 million | 8.2% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
EBAY INC EBAY INC · COM · 278642103 | LONG | 186,547 | $9.5 million | 7.2% | NOT COMPARABLE | — | 1Y — 5Y — |
YY INC YY INC · ADS REPCOM CLA · 98426T106 | LONG | 641,000 | $9.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SOUFUN HLDGS LTD SOUFUN HLDGS LTD · ADR · 836034108 | LONG | 328,107 | $8.2 million | 6.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 70,943 | $8.1 million | 6.2% | NOT COMPARABLE | — | 1Y — 5Y — |
THE ADT CORPORATION THE ADT CORPORATION · COM · 00101J106 | LONG | 165,000 | $7.7 million | 5.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS XM RADIO INC SIRIUS XM RADIO INC · COM · 82967N108 | LONG | 2,574,147 | $7.4 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 43,000 | $7.2 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 11,000 | $6.8 million | 5.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER A · 530555101 | LONG | 98,000 | $6.2 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 63,000 | $6.1 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LAMAR ADVERTISING CO LAMAR ADVERTISING CO · CL A · 512815101 | LONG | 150,109 | $5.8 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 25,039 | $5.2 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
CIRRUS LOGIC INC CIRRUS LOGIC INC · COM · 172755100 | LONG | 163,230 | $4.7 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ACTIVE NETWORK INC ACTIVE NETWORK INC · COM · 00506D100 | LONG | 885,000 | $4.3 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 60,000 | $4.3 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
21VIANET GROUP INC 21VIANET GROUP INC · SPONSORED ADR · 90138A103 | LONG | 430,000 | $4.1 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
QCOM Qualcomm Inc. | LONG | 61,422 | $3.8 million | 2.9% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
LIBERTY MEDIA CORPORATION LIBERTY MEDIA CORPORATION · LIB CAP COM A · 530322106 | LONG | 29,237 | $3.4 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 42,980 | $3.1 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
51JOB INC 51JOB INC · SP ADR REP COM · 316827104 | LONG | 66,000 | $3.1 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · COM · 206708109 | LONG | 40,000 | $2.7 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 50,000 | $2.1 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
UBIQUITI NETWORKS INC UBIQUITI NETWORKS INC · COM · 90347A100 | LONG | 162,573 | $2.0 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 25,252 | $2.0 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 2,000 | $1.4 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LOGMEIN INC LOGMEIN INC · COM · 54142L109 | LONG | 59,371 | $1.3 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
FSLR First Solar | LONG | 30,000 | $926,000 | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
KONGZHONG CORP KONGZHONG CORP · SPONSORED ADR · 50047P104 | LONG | 10,643 | $58,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLE INC APPLE INC · CALL · 037833900 | CALL | 29,200 | $15.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |