← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2019-09-30 · Filed 2019-11-14 · Accession 0001567619-19-021601
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 106,000 | $17.7 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 52,763 | $91.6 million |
| 3 | CHEWY INC | CL A · 16679L109 | LONG | 800,000 | $19.7 million |
| 4 | DISNEY WALT CO | COM DISNEY · 254687106 | LONG | 529,149 | $69.0 million |
| 5 | DYNATRACE INC | COM · 268150109 | LONG | 1,364,671 | $25.5 million |
| 6 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 4,333,407 | $37.4 million |
| 7 | GDS HLDGS LTD | SPONSORED ADS · 36165L108 | LONG | 993,956 | $39.8 million |
| 8 | GRIDSUM HLDG INC | SPONSORED ADR · 398132100 | LONG | 2,945,430 | $4.9 million |
| 9 | IAC INTERACTIVECORP | COM · 44919P508 | LONG | 191,000 | $41.6 million |
| 10 | LYFT INC | CL A COM · 55087P104 | LONG | 2,319,428 | $94.7 million |
| 11 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 154,900 | $42.1 million |
| 12 | MATCH GROUP INC | COM · 57665R106 | LONG | 1,031,553 | $73.7 million |
| 13 | MICROSOFT CORP | COM · 594918104 | LONG | 536,850 | $74.6 million |
| 14 | NETFLIX INC | COM · 64110L106 | LONG | 298,800 | $80.0 million |
| 15 | PINTEREST INC | CL A · 72352L106 | LONG | 1,392,234 | $36.8 million |
| 16 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 4,974,243 | $154.0 million |
| 17 | SLACK TECHNOLOGIES INC | COM CL A · 83088V102 | LONG | 4,883,818 | $115.9 million |
| 18 | SO YOUNG INTERNATIONAL INC | SPONSORED ADS · 83356Q108 | LONG | 3,319,545 | $30.6 million |
| 19 | SPOTIFY TECHNOLOGY S A | SHS · L8681T102 | LONG | 15,986 | $1.8 million |
| 20 | STONECO LTD | COM CL A · G85158106 | LONG | 1,278,200 | $44.5 million |
| 21 | TALEND S A | ADS · 874224207 | LONG | 742,761 | $25.2 million |
| 22 | THE REALREAL INC | COM · 88339P101 | LONG | 248,732 | $5.6 million |
| 23 | TWILIO INC | CL A · 90138F102 | LONG | 416,596 | $45.8 million |
| 24 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 736,625 | $22.4 million |
| 25 | VISA INC | COM CL A · 92826C839 | LONG | 245,800 | $42.3 million |
| 26 | WAYFAIR INC | CL A · 94419L101 | LONG | 89,250 | $10.0 million |
| 27 | WORLD WRESTLING ENTMT INC | CL A · 98156Q108 | LONG | 1,051,265 | $74.8 million |
| 28 | YANDEX N V | SHS CLASS A · N97284108 | LONG | 2,049,621 | $71.8 million |