Light Street Capital portfolio · 2013-03-31
Disclosed long book
$157.9 million
Long positions
30
Calls / puts
1 / 0
Top 5 concentration
36.0%
Longs with AI data
0 / 30
Average AI 1Y
—
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2012-12-31) 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 |
|---|---|---|---|---|---|---|---|
SOUFUN HLDGS LTD SOUFUN HLDGS LTD · ADR · 836034108 | LONG | 519,000 | $13.6 million | 8.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LAMAR ADVERTISING CO LAMAR ADVERTISING CO · CL A · 512815101 | LONG | 275,000 | $13.4 million | 8.5% | NOT COMPARABLE | — | 1Y — 5Y — |
YY INC YY INC · ADS REPCOM CLA · 98426T106 | LONG | 690,000 | $11.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
QIHOO 360 TECHNOLOGY CO LTD QIHOO 360 TECHNOLOGY CO LTD · ADS · 74734M109 | LONG | 380,000 | $11.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 60,000 | $10.6 million | 6.7% | NOT COMPARABLE | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 430,000 | $10.2 million | 6.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 195,000 | $9.1 million | 5.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS XM RADIO INC SIRIUS XM RADIO INC · COM · 82967N108 | LONG | 2,904,147 | $8.9 million | 5.7% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 11,000 | $8.7 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 160,000 | $8.7 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
THE ADT CORPORATION THE ADT CORPORATION · COM · 00101J106 | LONG | 150,000 | $7.3 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 15,000 | $6.6 million | 4.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER A · 530555101 | LONG | 87,500 | $6.4 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 30,000 | $5.4 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 7,500 | $5.2 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 70,000 | $5.0 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 22,000 | $4.8 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
51JOB INC 51JOB INC · SP ADR REP COM · 316827104 | LONG | 80,000 | $4.8 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 55,000 | $3.8 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ACTIVE NETWORK INC ACTIVE NETWORK INC · COM · 00506D100 | LONG | 840,100 | $3.5 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 40,252 | $3.1 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 45,000 | $3.0 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SPLUNK INC SPLUNK INC · COM · 848637104 | LONG | 75,000 | $3.0 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 50,000 | $3.0 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
21VIANET GROUP INC 21VIANET GROUP INC · SPONSORED ADR · 90138A103 | LONG | 261,819 | $2.5 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DELAWARE LIBERTY MEDIA CORP DELAWARE · CL A · 531229102 | LONG | 20,000 | $2.2 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
IMPERVA INC IMPERVA INC · COM · 45321L100 | LONG | 40,000 | $1.5 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · COM · 206708109 | LONG | 20,000 | $1.4 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALYS INC QUALYS INC · COM · 74758T303 | LONG | 86,991 | $1.1 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 20,000 | $1.1 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
APPLE INC APPLE INC · CALL · 037833900 | CALL | 25,300 | $11.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |