Light Street Capital portfolio · 2018-06-30
Disclosed long book
$1.15 billion
Long positions
24
Calls / puts
1 / 0
Top 5 concentration
44.3%
Longs with AI data
4 / 24
Average AI 1Y
+24.8%
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 | 1,266,000 | $150.3 million | 13.0% | NOT COMPARABLE | — | 1Y — 5Y — |
NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A · N97284108 | LONG | 3,074,832 | $110.4 million | 9.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 51,177 | $87.0 million | 7.5% | NOT COMPARABLE | — | 1Y — 5Y — |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | LONG | 3,108,514 | $86.3 million | 7.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 410,924 | $76.2 million | 6.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 358,518 | $73.7 million | 6.4% | NOT COMPARABLE | — | 1Y — 5Y — |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 234,067 | $59.2 million | 5.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 244,700 | $58.0 million | 5.0% | NOT COMPARABLE | — | 1Y +35.5% 5Y +209.6% · 25 models |
IAC INTERACTIVECORP IAC INTERACTIVECORP · COM · 44919P508 | LONG | 371,000 | $56.6 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 2,010,516 | $55.2 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SPOT Spotify Technology S.A. | LONG | 280,900 | $47.3 million | 4.1% | NOT COMPARABLE | — | 1Y +24.6% 5Y +130.0% · 24 models |
MSFT Microsoft Corporation | LONG | 467,000 | $46.1 million | 4.0% | NOT COMPARABLE | — | 1Y +16.8% 5Y +100.8% · 25 models |
MADISON SQUARE GRDN SPRT COR MADISON SQUARE GRDN SPRT COR · CL A · 55825T103 | LONG | 133,500 | $41.4 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
EVERBRIDGE INC EVERBRIDGE INC · COM · 29978A104 | LONG | 696,074 | $33.0 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 850,000 | $32.9 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 256,735 | $30.4 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
DROPBOX INC DROPBOX INC · CL A · 26210C104 | LONG | 873,405 | $28.3 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 139,012 | $27.0 million | 2.3% | NOT COMPARABLE | — | 1Y +22.4% 5Y +133.8% · 25 models |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $26.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ELECTRONIC ARTS INC ELECTRONIC ARTS INC · COM · 285512109 | LONG | 153,800 | $21.7 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
GRIDSUM HLDG INC GRIDSUM HLDG INC · SPONSORED ADR · 398132100 | LONG | 2,608,528 | $18.2 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PLURALSIGHT INC PLURALSIGHT INC · COM CL A · 72941B106 | LONG | 485,646 | $11.9 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ZUORA INC ZUORA INC · COM CL A · 98983V106 | LONG | 40,000 | $1.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 6,000 | $818,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | CALL | 146,800 | $249.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |