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
0 / 30
Average AI 1Y
—
| 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 — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 20,300 | $10.8 million | 8.2% | NOT COMPARABLE | — | 1Y — 5Y — |
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 — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 61,422 | $3.8 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
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 — |
FIRST SOLAR INC FIRST SOLAR INC · COM · 336433107 | 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 — |