Light Street Capital portfolio · 2018-09-30
Disclosed long book
$1.14 billion
Long positions
22
Calls / puts
1 / 0
Top 5 concentration
49.2%
Longs with AI data
5 / 22
Average AI 1Y
+26.2%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2018-06-30) 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 | 1,113,000 | $164.4 million | 14.4% | NOT COMPARABLE | — | 1Y — 5Y — |
NBIS Nebius Group N.V. | LONG | 3,238,900 | $106.5 million | 9.3% | NOT COMPARABLE | — | 1Y +38.4% 5Y +197.5% · 30 models |
AMZN Amazon.com Inc. | LONG | 51,608 | $103.4 million | 9.0% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
IAC INTERACTIVECORP IAC INTERACTIVECORP · COM · 44919P508 | LONG | 454,000 | $98.4 million | 8.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 398,250 | $89.7 million | 7.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MADISON SQUARE GRDN SPRT COR MADISON SQUARE GRDN SPRT COR · CL A · 55825T103 | LONG | 255,000 | $80.4 million | 7.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 515,215 | $71.1 million | 6.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 573,000 | $65.5 million | 5.7% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | LONG | 1,908,552 | $52.8 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SPOT Spotify Technology S.A. | LONG | 282,405 | $51.1 million | 4.5% | NOT COMPARABLE | — | 1Y +22.7% 5Y +121.3% · 31 models |
EVERBRIDGE INC EVERBRIDGE INC · COM · 29978A104 | LONG | 762,674 | $44.0 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 962,837 | $42.2 million | 3.7% | NOT COMPARABLE | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 1,456,166 | $39.7 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 159,500 | $36.1 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
UNIVERSAL DISPLAY CORP UNIVERSAL DISPLAY CORP · COM · 91347P105 | LONG | 229,840 | $27.1 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $27.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 581,897 | $25.5 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
GRIDSUM HLDG INC GRIDSUM HLDG INC · SPONSORED ADR · 398132100 | LONG | 2,608,528 | $16.7 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 46,007 | $12.9 million | 1.1% | NOT COMPARABLE | — | 1Y +32.4% 5Y +188.0% · 33 models |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 65,000 | $10.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
EVENTBRITE INC EVENTBRITE INC · COM CL A · 29975E109 | LONG | 120,000 | $4.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 8,000 | $1.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | CALL | 146,800 | $294.0 million | — | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |