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
0 / 21
Average AI 1Y
—
| 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% | NEWLY REPORTED | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 2,415,000 | $75.6 million | 10.8% | NEWLY REPORTED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 400,000 | $70.6 million | 10.0% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 59,000 | $69.0 million | 9.8% | REDUCED | — | 1Y — 5Y — |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 300,000 | $56.4 million | 8.0% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 275,000 | $47.4 million | 6.7% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 425,000 | $42.9 million | 6.1% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 1,225,000 | $42.5 million | 6.0% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 400,000 | $34.2 million | 4.9% | INCREASED | — | 1Y — 5Y — |
NETEASE INC NETEASE INC · SPONSORED ADR · 64110W102 | LONG | 85,000 | $29.3 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 1,100,000 | $28.4 million | 4.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $25.8 million | — | UNCHANGED | — | 1Y — 5Y — |
TAL EDUCATION GROUP TAL EDUCATION GROUP · SPONSORED ADS · 874080104 | LONG | 850,000 | $25.3 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 75,000 | $23.4 million | 3.3% | REDUCED | — | 1Y — 5Y — |
IMAX CORP IMAX CORP · COM · 45245E109 | LONG | 800,000 | $18.5 million | 2.6% | REDUCED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 700,000 | $17.9 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
LOGMEIN INC LOGMEIN INC · COM · 54142L109 | LONG | 130,593 | $15.0 million | 2.1% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 37,289 | $11.7 million | 1.7% | REDUCED | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 393,827 | $9.6 million | 1.4% | REDUCED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 125,000 | $3.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 20,000 | $2.9 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | CALL | 167,900 | $196.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |