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
0 / 24
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 | 1,266,000 | $150.3 million | 13.0% | NEWLY REPORTED | — | 1Y — 5Y — |
YANDEX N V YANDEX N V · SHS CLASS A · N97284108 | LONG | 3,074,832 | $110.4 million | 9.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 51,177 | $87.0 million | 7.5% | REDUCED | — | 1Y — 5Y — |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | LONG | 3,108,514 | $86.3 million | 7.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 410,924 | $76.2 million | 6.6% | INCREASED | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 358,518 | $73.7 million | 6.4% | NEWLY REPORTED | — | 1Y — 5Y — |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 234,067 | $59.2 million | 5.1% | REDUCED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 244,700 | $58.0 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
IAC INTERACTIVECORP IAC INTERACTIVECORP · COM · 44919P508 | LONG | 371,000 | $56.6 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 2,010,516 | $55.2 million | 4.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A · SHS · L8681T102 | LONG | 280,900 | $47.3 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 467,000 | $46.1 million | 4.0% | INCREASED | — | 1Y — 5Y — |
MADISON SQUARE GRDN SPRT COR MADISON SQUARE GRDN SPRT COR · CL A · 55825T103 | LONG | 133,500 | $41.4 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
EVERBRIDGE INC EVERBRIDGE INC · COM · 29978A104 | LONG | 696,074 | $33.0 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 850,000 | $32.9 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 256,735 | $30.4 million | 2.6% | REDUCED | — | 1Y — 5Y — |
DROPBOX INC DROPBOX INC · CL A · 26210C104 | LONG | 873,405 | $28.3 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 139,012 | $27.0 million | 2.3% | REDUCED | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $26.6 million | — | UNCHANGED | — | 1Y — 5Y — |
ELECTRONIC ARTS INC ELECTRONIC ARTS INC · COM · 285512109 | LONG | 153,800 | $21.7 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
GRIDSUM HLDG INC GRIDSUM HLDG INC · SPONSORED ADR · 398132100 | LONG | 2,608,528 | $18.2 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PLURALSIGHT INC PLURALSIGHT INC · COM CL A · 72941B106 | LONG | 485,646 | $11.9 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ZUORA INC ZUORA INC · COM CL A · 98983V106 | LONG | 40,000 | $1.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 6,000 | $818,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | CALL | 146,800 | $249.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |