Light Street Capital portfolio · 2015-09-30
Disclosed long book
$523.6 million
Long positions
23
Calls / puts
2 / 0
Top 5 concentration
42.9%
Longs with AI data
0 / 23
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 725,000 | $65.2 million | 12.4% | REDUCED | — | 1Y — 5Y — |
JD.COM INC JD.COM INC · SPON ADR CL A · 47215P106 | LONG | 1,787,536 | $46.6 million | 8.9% | INCREASED | — | 1Y — 5Y — |
58 COM INC 58 COM INC · SPON ADR REP A · 31680Q104 | LONG | 875,000 | $41.2 million | 7.9% | INCREASED | — | 1Y — 5Y — |
PANDORA MEDIA INC PANDORA MEDIA INC · COM · 698354107 | LONG | 1,850,000 | $39.5 million | 7.5% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 913,000 | $32.1 million | 6.1% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 60,000 | $30.7 million | 5.9% | INCREASED | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 172,953 | $30.4 million | 5.8% | INCREASED | — | 1Y — 5Y — |
SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP · COM · 78388J106 | LONG | 256,229 | $26.8 million | 5.1% | INCREASED | — | 1Y — 5Y — |
YY INC YY INC · ADS REPCOM CLA · 98426T106 | LONG | 491,454 | $26.8 million | — | REDUCED | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 145,000 | $24.9 million | 4.8% | REDUCED | — | 1Y — 5Y — |
PROOFPOINT INC PROOFPOINT INC · COM · 743424103 | LONG | 405,000 | $24.4 million | 4.7% | REDUCED | — | 1Y — 5Y — |
21VIANET GROUP INC 21VIANET GROUP INC · SPONSORED ADR · 90138A103 | LONG | 1,252,652 | $22.9 million | 4.4% | REDUCED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 200,000 | $20.7 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
VIPSHOP HLDGS LTD VIPSHOP HLDGS LTD · SPONSORED ADR · 92763W103 | LONG | 1,154,063 | $19.4 million | 3.7% | REDUCED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 15,000 | $18.6 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 399,954 | $18.5 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · CL A · 87336U105 | LONG | 190,201 | $15.2 million | 2.9% | REDUCED | — | 1Y — 5Y — |
LOGMEIN INC LOGMEIN INC · COM · 54142L109 | LONG | 200,000 | $13.6 million | 2.6% | INCREASED | — | 1Y — 5Y — |
E HOUSE CHINA HLDGS LTD E HOUSE CHINA HLDGS LTD · ADR · 26852W103 | LONG | 1,746,567 | $10.4 million | 2.0% | INCREASED | — | 1Y — 5Y — |
SIRIUS XM HLDGS INC SIRIUS XM HLDGS INC · COM · 82968B103 | LONG | 2,251,190 | $8.4 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
CARE COM INC CARE COM INC · COM · 141633107 | LONG | 1,405,533 | $7.2 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
ZENDESK INC ZENDESK INC · COM · 98936J101 | LONG | 320,600 | $6.3 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
LEJU HLDGS LTD LEJU HLDGS LTD · SPONSORED ADS · 50187J108 | LONG | 100,000 | $559,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
FACEBOOK INC FACEBOOK INC · CALL · 30303M902 | CALL | 1,200,000 | $107.9 million | — | UNCHANGED | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CALL · 16117M905 | CALL | 60,000 | $10.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |