← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2018-09-30 · Filed 2018-11-14 · Accession 0001567619-18-006168

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#IssuerClass / CUSIPKindSharesValue
1ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG65,000$10.7 million
2AMAZON COM INCCOM · 023135106LONG51,608$103.4 million
3AMAZON COM INCCOM · 023135106CALL146,800$294.0 million
4EVENTBRITE INCCOM CL A · 29975E109LONG120,000$4.6 million
5EVERBRIDGE INCCOM · 29978A104LONG762,674$44.0 million
6FARFETCH LTDORD SH CL A · 30744W107LONG1,456,166$39.7 million
7GRIDSUM HLDG INCSPONSORED ADR · 398132100LONG2,608,528$16.7 million
8GTY TECHNOLOGY HOLDINGS INCUNIT 99/99/9999 · G4182A110LONG2,500,000$27.1 million
9IAC INTERACTIVECORPCOM · 44919P508LONG454,000$98.4 million
10MADISON SQUARE GRDN SPRT CORCL A · 55825T103LONG255,000$80.4 million
11MICROSOFT CORPCOM · 594918104LONG573,000$65.5 million
12MOMO INCADR · 60879B107LONG962,837$42.2 million
13NVIDIA CORPCOM · 67066G104LONG46,007$12.9 million
14PAGSEGURO DIGITAL LTDCOM CL A · G68707101LONG1,908,552$52.8 million
15PALO ALTO NETWORKS INCCOM · 697435105LONG398,250$89.7 million
16SALESFORCE COM INCCOM · 79466L302LONG8,000$1.3 million
17SPOTIFY TECHNOLOGY S ASHS · L8681T102LONG282,405$51.1 million
18STAMPS COM INCCOM NEW · 852857200LONG159,500$36.1 million
19STITCH FIX INCCOM CL A · 860897107LONG581,897$25.5 million
20TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG515,215$71.1 million
21UNIVERSAL DISPLAY CORPCOM · 91347P105LONG229,840$27.1 million
22WAYFAIR INCCL A · 94419L101LONG1,113,000$164.4 million
23YANDEX N VSHS CLASS A · N97284108LONG3,238,900$106.5 million