← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2019-12-31 · Filed 2020-02-14 · Accession 0001567619-20-003985

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#IssuerClass / CUSIPKindSharesValue
1ACTIVISION BLIZZARD INCCOM · 00507V109LONG1,101,800$65.5 million
2ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG368,500$78.2 million
3AMAZON COM INCCOM · 023135106LONG52,548$97.1 million
4ASML HLDG NVN Y REGISTRY SHS · N07059210LONG162,800$48.2 million
5CROWDSTRIKE HLDGS INCCL A · 22788C105LONG905,251$45.1 million
6DISNEY WALT COCOM DISNEY · 254687106LONG526,549$76.2 million
7DYNATRACE INCCOM · 268150109LONG1,636,706$41.4 million
8GDS HLDGS LTDSPONSORED ADS · 36165L108LONG938,056$48.4 million
9GRIDSUM HLDG INCSPONSORED ADR · 398132100LONG2,869,765$3.5 million
10IAC INTERACTIVECORPCOM · 44919P508LONG101,000$25.2 million
11LYFT INCCL A COM · 55087P104LONG2,721,828$117.1 million
12MATCH GROUP INCCOM · 57665R106LONG948,953$77.9 million
13MICROSOFT CORPCOM · 594918104LONG480,250$75.7 million
14NETFLIX INCCOM · 64110L106LONG401,400$129.9 million
15PINDUODUO INCSPONSORED ADS · 722304102LONG387,846$14.7 million
16PINTEREST INCCL A · 72352L106LONG5,046,432$94.1 million
17SALESFORCE COM INCCOM · 79466L302LONG173,800$28.3 million
18SEA LTDSPONSORED ADS · 81141R100LONG4,583,343$184.3 million
19SERVICENOW INCCOM · 81762P102LONG189,500$53.5 million
20SLACK TECHNOLOGIES INCCOM CL A · 83088V102LONG3,713,761$83.5 million
21SMARTSHEET INCCOM CL A · 83200N103LONG741,279$33.3 million
22SO YOUNG INTERNATIONAL INCSPONSORED ADS · 83356Q108LONG2,372,658$29.0 million
23SPOTIFY TECHNOLOGY S ASHS · L8681T102LONG8,000$1.2 million
24STONECO LTDCOM CL A · G85158106LONG1,516,801$60.5 million
25TALEND S AADS · 874224207LONG1,295,118$50.7 million
26TWILIO INCCL A · 90138F102LONG262,498$25.8 million
27UBER TECHNOLOGIES INCCOM · 90353T100LONG2,184,446$65.0 million
28VISA INCCOM CL A · 92826C839LONG102,100$19.2 million