Light Street Capital portfolio · 2019-09-30
Disclosed long book
$1.37 billion
Long positions
28
Calls / puts
0 / 0
Top 5 concentration
39.2%
Longs with AI data
0 / 28
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 4,974,243 | $154.0 million | 11.2% | INCREASED | — | 1Y — 5Y — |
SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC · COM CL A · 83088V102 | LONG | 4,883,818 | $115.9 million | 8.5% | REDUCED | — | 1Y — 5Y — |
LYFT INC LYFT INC · CL A COM · 55087P104 | LONG | 2,319,428 | $94.7 million | 6.9% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 52,763 | $91.6 million | 6.7% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 298,800 | $80.0 million | 5.8% | REDUCED | — | 1Y — 5Y — |
WORLD WRESTLING ENTMT INC WORLD WRESTLING ENTMT INC · CL A · 98156Q108 | LONG | 1,051,265 | $74.8 million | 5.5% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 536,850 | $74.6 million | 5.5% | INCREASED | — | 1Y — 5Y — |
MATCH GROUP INC MATCH GROUP INC · COM · 57665R106 | LONG | 1,031,553 | $73.7 million | 5.4% | INCREASED | — | 1Y — 5Y — |
YANDEX N V YANDEX N V · SHS CLASS A · N97284108 | LONG | 2,049,621 | $71.8 million | 5.2% | REDUCED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM DISNEY · 254687106 | LONG | 529,149 | $69.0 million | 5.0% | INCREASED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 416,596 | $45.8 million | 3.3% | REDUCED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 1,278,200 | $44.5 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
VISA INC VISA INC · COM CL A · 92826C839 | LONG | 245,800 | $42.3 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 154,900 | $42.1 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
IAC INTERACTIVECORP IAC INTERACTIVECORP · COM · 44919P508 | LONG | 191,000 | $41.6 million | 3.0% | REDUCED | — | 1Y — 5Y — |
GDS HLDGS LTD GDS HLDGS LTD · SPONSORED ADS · 36165L108 | LONG | 993,956 | $39.8 million | 2.9% | REDUCED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 4,333,407 | $37.4 million | 2.7% | INCREASED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 1,392,234 | $36.8 million | 2.7% | REDUCED | — | 1Y — 5Y — |
SO YOUNG INTERNATIONAL INC SO YOUNG INTERNATIONAL INC · SPONSORED ADS · 83356Q108 | LONG | 3,319,545 | $30.6 million | 2.2% | INCREASED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 1,364,671 | $25.5 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TALEND S A TALEND S A · ADS · 874224207 | LONG | 742,761 | $25.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 736,625 | $22.4 million | 1.6% | REDUCED | — | 1Y — 5Y — |
CHEWY INC CHEWY INC · CL A · 16679L109 | LONG | 800,000 | $19.7 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 106,000 | $17.7 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 89,250 | $10.0 million | 0.7% | REDUCED | — | 1Y — 5Y — |
THE REALREAL INC THE REALREAL INC · COM · 88339P101 | LONG | 248,732 | $5.6 million | 0.4% | REDUCED | — | 1Y — 5Y — |
GRIDSUM HLDG INC GRIDSUM HLDG INC · SPONSORED ADR · 398132100 | LONG | 2,945,430 | $4.9 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A · SHS · L8681T102 | LONG | 15,986 | $1.8 million | 0.1% | REDUCED | — | 1Y — 5Y — |