Light Street Capital portfolio · 2017-12-31
Disclosed long book
$702.8 million
Long positions
21
Calls / puts
1 / 0
Top 5 concentration
49.8%
Longs with AI data
5 / 21
Average AI 1Y
+19.8%
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 |
|---|---|---|---|---|---|---|---|
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 975,000 | $78.3 million | 11.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 2,415,000 | $75.6 million | 10.8% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 400,000 | $70.6 million | 10.0% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
AMZN Amazon.com Inc. | LONG | 59,000 | $69.0 million | 9.8% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 300,000 | $56.4 million | 8.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 275,000 | $47.4 million | 6.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 425,000 | $42.9 million | 6.1% | NOT COMPARABLE | — | 1Y — 5Y — |
XYZ Block Inc. (formerly Square SQ) | LONG | 1,225,000 | $42.5 million | 6.0% | NOT COMPARABLE | — | 1Y +22.9% 5Y +125.3% · 31 models |
MSFT Microsoft Corporation | LONG | 400,000 | $34.2 million | 4.9% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 85,000 | $29.3 million | 4.2% | NOT COMPARABLE | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 1,100,000 | $28.4 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $25.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
TAL EDUCATION GROUP TAL EDUCATION GROUP · SPONSORED ADS · 874080104 | LONG | 850,000 | $25.3 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 75,000 | $23.4 million | 3.3% | NOT COMPARABLE | — | 1Y +17.4% 5Y +116.5% · 33 models |
IMAX CORP IMAX CORP · COM · 45245E109 | LONG | 800,000 | $18.5 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 700,000 | $17.9 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LOGMEIN INC LOGMEIN INC · COM · 54142L109 | LONG | 130,593 | $15.0 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 37,289 | $11.7 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 393,827 | $9.6 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 125,000 | $3.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 20,000 | $2.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | CALL | 167,900 | $196.4 million | — | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |