← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2017-12-31 · Filed 2018-02-14 · Accession 0001140361-18-007818
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 275,000 | $47.4 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 59,000 | $69.0 million |
| 3 | AMAZON COM INC | COM · 023135106 | CALL | 167,900 | $196.4 million |
| 4 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 125,000 | $3.9 million |
| 5 | FACEBOOK INC | CL A · 30303M102 | LONG | 400,000 | $70.6 million |
| 6 | GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 · G4182A110 | LONG | 2,500,000 | $25.8 million |
| 7 | IMAX CORP | COM · 45245E109 | LONG | 800,000 | $18.5 million |
| 8 | LOGMEIN INC | COM · 54142L109 | LONG | 130,593 | $15.0 million |
| 9 | MATCH GROUP INC | COM · 57665R106 | LONG | 2,415,000 | $75.6 million |
| 10 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 37,289 | $11.7 million |
| 11 | MICROSOFT CORP | COM · 594918104 | LONG | 400,000 | $34.2 million |
| 12 | MOMO INC | ADR · 60879B107 | LONG | 393,827 | $9.6 million |
| 13 | NETEASE INC | SPONSORED ADR · 64110W102 | LONG | 85,000 | $29.3 million |
| 14 | OKTA INC | CL A · 679295105 | LONG | 700,000 | $17.9 million |
| 15 | PALO ALTO NETWORKS INC | COM · 697435105 | LONG | 20,000 | $2.9 million |
| 16 | SHOPIFY INC | CL A · 82509L107 | LONG | 425,000 | $42.9 million |
| 17 | SQUARE INC | CL A · 852234103 | LONG | 1,225,000 | $42.5 million |
| 18 | STAMPS COM INC | COM NEW · 852857200 | LONG | 300,000 | $56.4 million |
| 19 | STITCH FIX INC | COM CL A · 860897107 | LONG | 1,100,000 | $28.4 million |
| 20 | TAL EDUCATION GROUP | SPONSORED ADS · 874080104 | LONG | 850,000 | $25.3 million |
| 21 | TESLA INC | COM · 88160R101 | LONG | 75,000 | $23.4 million |
| 22 | WAYFAIR INC | CL A · 94419L101 | LONG | 975,000 | $78.3 million |