Light Street Capital portfolio · 2018-12-31
Disclosed long book
$1.09 billion
Long positions
26
Calls / puts
1 / 0
Top 5 concentration
36.0%
Longs with AI data
0 / 26
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 | 1,106,000 | $99.6 million | 9.1% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 56,743 | $85.2 million | 7.8% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 307,400 | $82.3 million | 7.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 622,000 | $63.2 million | 5.8% | INCREASED | — | 1Y — 5Y — |
IAC INTERACTIVECORP IAC INTERACTIVECORP · COM · 44919P508 | LONG | 339,000 | $62.1 million | 5.7% | REDUCED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 670,330 | $59.9 million | 5.5% | NEWLY REPORTED | — | 1Y — 5Y — |
EVERBRIDGE INC EVERBRIDGE INC · COM · 29978A104 | LONG | 1,026,824 | $58.3 million | 5.3% | INCREASED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 175,079 | $58.3 million | 5.3% | NEWLY REPORTED | — | 1Y — 5Y — |
WORLD WRESTLING ENTMT INC WORLD WRESTLING ENTMT INC · CL A · 98156Q108 | LONG | 644,835 | $48.2 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 341,400 | $46.8 million | 4.3% | INCREASED | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 1,079,797 | $46.2 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
YANDEX N V YANDEX N V · SHS CLASS A · N97284108 | LONG | 1,618,812 | $44.3 million | 4.1% | REDUCED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 513,550 | $43.0 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 640,252 | $40.8 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 2,249,945 | $39.8 million | 3.7% | INCREASED | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 2,270,125 | $38.8 million | 3.6% | INCREASED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 361,086 | $37.2 million | 3.4% | REDUCED | — | 1Y — 5Y — |
SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A · SHS · L8681T102 | LONG | 282,375 | $32.0 million | 2.9% | REDUCED | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · CL A · G4182A102 | LONG | 2,500,000 | $25.1 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MOMO INC MOMO INC · ADR · 60879B107 | LONG | 1,003,940 | $23.8 million | 2.2% | INCREASED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 849,173 | $15.7 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM · 697435105 | LONG | 82,300 | $15.5 million | 1.4% | REDUCED | — | 1Y — 5Y — |
STAMPS COM INC STAMPS COM INC · COM NEW · 852857200 | LONG | 81,739 | $12.7 million | 1.2% | REDUCED | — | 1Y — 5Y — |
GRIDSUM HLDG INC GRIDSUM HLDG INC · SPONSORED ADR · 398132100 | LONG | 2,608,528 | $5.8 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
PROOFPOINT INC PROOFPOINT INC · COM · 743424103 | LONG | 63,946 | $5.4 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
GTY TECHNOLOGY HOLDINGS INC GTY TECHNOLOGY HOLDINGS INC · *W EXP 10/25/202 · G4182A128 | LONG | 833,333 | $649,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | CALL | 146,800 | $220.5 million | — | UNCHANGED | — | 1Y — 5Y — |