Light Street Capital portfolio · 2021-03-31
Disclosed long book
$1.57 billion
Long positions
46
Calls / puts
0 / 0
Top 5 concentration
24.4%
Longs with AI data
0 / 46
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SEA LTD SEA LTD · SPONSORD ADS · 81141R100 | LONG | 505,800 | $112.9 million | — | REDUCED | — | 1Y — 5Y — |
SUNRUN INC SUNRUN INC · COM · 86771W105 | LONG | 1,439,992 | $87.1 million | 5.6% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 279,500 | $82.3 million | 5.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TALEND S A TALEND S A · ADS · 874224207 | LONG | 1,266,052 | $80.6 million | — | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 670,906 | $75.4 million | 4.8% | INCREASED | — | 1Y — 5Y — |
TPG PACE BEN FIN CORP TPG PACE BEN FIN CORP · CL A COM · G8990D125 | LONG | 3,690,122 | $72.3 million | 4.6% | INCREASED | — | 1Y — 5Y — |
LYFT INC LYFT INC · CL A COM · 55087P104 | LONG | 1,042,107 | $65.8 million | 4.2% | INCREASED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 122,900 | $65.6 million | 4.2% | NEWLY REPORTED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 133,970 | $62.1 million | 4.0% | INCREASED | — | 1Y — 5Y — |
GOODRX HLDGS INC GOODRX HLDGS INC · COM CL A · 38246G108 | LONG | 1,546,000 | $60.3 million | 3.8% | REDUCED | — | 1Y — 5Y — |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 800,140 | $59.2 million | 3.8% | REDUCED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 278,800 | $59.1 million | 3.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 669,579 | $58.6 million | 3.7% | REDUCED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 110,210 | $55.1 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
PAYPAL HLDGS INC PAYPAL HLDGS INC · COM · 70450Y103 | LONG | 220,000 | $53.4 million | 3.4% | INCREASED | — | 1Y — 5Y — |
NCR CORP NEW NCR CORP NEW · COM · 62886E108 | LONG | 1,385,566 | $52.6 million | 3.4% | REDUCED | — | 1Y — 5Y — |
TPG PACE TECH OPPORTUNITIES TPG PACE TECH OPPORTUNITIES · CL A COM · G8990Y103 | LONG | 5,300,000 | $52.5 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 16,510 | $51.1 million | 3.3% | REDUCED | — | 1Y — 5Y — |
PURPLE INNOVATION INC PURPLE INNOVATION INC · COM · 74640Y106 | LONG | 1,604,255 | $50.8 million | 3.2% | REDUCED | — | 1Y — 5Y — |
TWC TECH HLDGS II CORP TWC TECH HLDGS II CORP · UNIT 09/10/2025 · 90117G204 | LONG | 5,000,000 | $50.5 million | — | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 919,981 | $50.1 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 1,035,643 | $50.0 million | 3.2% | REDUCED | — | 1Y — 5Y — |
ACCEL ENTERTAINMENT INC ACCEL ENTERTAINMENT INC · COM CL A1 · 00436Q106 | LONG | 4,515,000 | $49.3 million | 3.1% | REDUCED | — | 1Y — 5Y — |
LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN · COM · 538034109 | LONG | 531,000 | $44.9 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
STMICROELECTRONICS N V STMICROELECTRONICS N V · NY REGISTRY · 861012102 | LONG | 1,140,252 | $43.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
INTUIT INTUIT · COM · 461202103 | LONG | 113,440 | $43.5 million | 2.8% | INCREASED | — | 1Y — 5Y — |
SUNNOVA ENERGY INTL INC. SUNNOVA ENERGY INTL INC. · COM · 86745K104 | LONG | 911,323 | $37.2 million | 2.4% | REDUCED | — | 1Y — 5Y — |
HOLICITY INC HOLICITY INC · COM CL A · 435063102 | LONG | 2,778,249 | $32.8 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ETSY INC ETSY INC · COM · 29786A106 | LONG | 154,980 | $31.3 million | 2.0% | REDUCED | — | 1Y — 5Y — |
MATCH GROUP INC NEW MATCH GROUP INC NEW · COM · 57667L107 | LONG | 223,200 | $30.7 million | 2.0% | REDUCED | — | 1Y — 5Y — |
COURSERA INC COURSERA INC · COM · 22266M104 | LONG | 559,646 | $25.2 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 36,522 | $24.4 million | 1.6% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 75,000 | $17.7 million | 1.1% | INCREASED | — | 1Y — 5Y — |
ZOOM VIDEO COMMUNICATIONS IN ZOOM VIDEO COMMUNICATIONS IN · CL A · 98980L101 | LONG | 53,085 | $17.1 million | 1.1% | REDUCED | — | 1Y — 5Y — |
LERER HIPPEAU ACQUISITION CO LERER HIPPEAU ACQUISITION CO · CL A · 526749106 | LONG | 1,402,848 | $13.9 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
APTIV PLC APTIV PLC · SHS · G6095L109 | LONG | 70,555 | $9.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
NEBULA CARAVEL ACQUISITION C NEBULA CARAVEL ACQUISITION C · UNIT 12/09/2023 · 629070202 | LONG | 900,000 | $9.2 million | — | REDUCED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 4,000 | $8.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 35,000 | $6.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
VECTOR ACQUISITION CORP VECTOR ACQUISITION CORP · COM CL A · G9442R126 | LONG | 470,592 | $5.6 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
OSPREY TECHNLGY AQUISTION CO OSPREY TECHNLGY AQUISTION CO · COM CL A · 68839R104 | LONG | 447,300 | $4.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 1,380 | $3.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGETOWN HOLDINGS LTD BRIDGETOWN HOLDINGS LTD · *W EXP 09/30/202 · G1355U121 | LONG | 572,005 | $1.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TPG PACE TECH OPPORTUNITIES TPG PACE TECH OPPORTUNITIES · *W EXP 10/09/202 · G8990Y129 | LONG | 900,000 | $1.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
OLO INC OLO INC · CL A · 68134L109 | LONG | 9,950 | $263,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FINSERV ACQUISITION CORP FINSERV ACQUISITION CORP · CL A · 318085107 | LONG | 18,700 | $245,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |