← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2020-06-30 · Filed 2020-08-14 · Accession 0001567619-20-015487

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
121VIANET GROUP INCSPONSORED ADS A · 90138A103LONG1,994,700$47.6 million
2360 FINANCE INCADS · 88557W101LONG1,591,483$17.0 million
3ACCEL ENTERTAINMENT INCCOM CL A1 · 00436Q106LONG2,843,468$27.4 million
4ACTIVISION BLIZZARD INCCOM · 00507V109LONG651,200$49.4 million
5ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG238,200$51.4 million
6AMAZON COM INCCOM · 023135106LONG23,928$66.0 million
7ASML HLDG NVN Y REGISTRY SHS · N07059210LONG167,998$61.8 million
8BROADCOM INCCOM · 11135F101LONG158,110$49.9 million
9CHEWY INCCL A · 16679L109LONG493,500$22.1 million
10CREE INCCOM · 225447101LONG1,264,175$74.8 million
11CROWDSTRIKE HLDGS INCCL A · 22788C105LONG635,037$63.7 million
12DATADOG INCCL A COM · 23804L103LONG622,676$54.1 million
13DYNATRACE INCCOM · 268150109LONG1,565,206$63.5 million
14ETSY INCCOM · 29786A106LONG725,600$77.1 million
15FACEBOOK INCCL A · 30303M102LONG272,800$61.9 million
16FIVE9 INCCOM · 338307101LONG336,974$37.3 million
17GDS HLDGS LTDSPONSORED ADS · 36165L108LONG733,154$58.4 million
18GRUBHUB INCCOM · 400110102LONG838,794$59.0 million
19INVESCO QQQ TRUNIT SER 1 · 46090E103PUT1,500,000$371.4 million
20JD.COM INCSPON ADR CL A · 47215P106LONG1,268,946$76.4 million
21LEXINFINTECH HLDGS LTDADR · 528877103LONG2,884,534$30.7 million
22LIVE NATION ENTERTAINMENT INCOM · 538034109LONG844,332$37.4 million
23LYFT INCCL A COM · 55087P104LONG301,214$9.9 million
24MATCH GROUP INCCOM · 57665R106LONG634,209$67.9 million
25MERCADOLIBRE INCCOM · 58733R102LONG47,245$46.6 million
26MICROSOFT CORPCOM · 594918104LONG166,100$33.8 million
27NCR CORP NEWCOM · 62886E108LONG3,379,381$58.5 million
28NETFLIX INCCOM · 64110L106LONG171,595$78.1 million
29PAYPAL HLDGS INCCOM · 70450Y103LONG373,500$65.1 million
30PINTEREST INCCL A · 72352L106LONG81,940$1.8 million
31PELOTON INTERACTIVE INCCL A COM · 70614W100LONG791,896$45.7 million
32SEA LTDSPONSORED ADS · 81141R100LONG1,494,343$160.3 million
33SLACK TECHNOLOGIES INCCOM CL A · 83088V102LONG705,495$21.9 million
34SMARTSHEET INCCOM CL A · 83200N103LONG793,644$40.4 million
35STONECO LTDCOM CL A · G85158106LONG2,912,918$112.9 million
36TAL EDUCATION GROUPSPONSORED ADS · 874080104LONG635,500$43.5 million
37TALEND S AADS · 874224207LONG2,078,290$72.0 million
38UBER TECHNOLOGIES INCCOM · 90353T100LONG139,846$4.3 million
39WAYFAIR INCCL A · 94419L101LONG211,100$41.7 million
40ZOOM VIDEO COMMUNICATIONS INCL A · 98980L101LONG158,600$40.2 million