← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2012-12-31 · Filed 2013-02-13 · Accession 0001569049-13-000004
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 21VIANET GROUP INC | SPONSORED ADR · 90138A103 | LONG | 430,000 | $4.1 million |
| 2 | 51JOB INC | SP ADR REP COM · 316827104 | LONG | 66,000 | $3.1 million |
| 3 | ACTIVE NETWORK INC | COM · 00506D100 | LONG | 885,000 | $4.3 million |
| 4 | AMERICAN TOWER CORP NEW | COM · 03027X100 | LONG | 25,252 | $2.0 million |
| 5 | APPLE INC | COM · 037833100 | LONG | 20,300 | $10.8 million |
| 6 | APPLE INC | CALL · 037833900 | CALL | 29,200 | $15.5 million |
| 7 | CIRRUS LOGIC INC | COM · 172755100 | LONG | 163,230 | $4.7 million |
| 8 | CONCUR TECHNOLOGIES INC | COM · 206708109 | LONG | 40,000 | $2.7 million |
| 9 | CROWN CASTLE INTL CORP | COM · 228227104 | LONG | 42,980 | $3.1 million |
| 10 | EBAY INC | COM · 278642103 | LONG | 186,547 | $9.5 million |
| 11 | EQUINIX INC | COM NEW · 29444U502 | LONG | 25,039 | $5.2 million |
| 12 | F5 NETWORKS INC | COM · 315616102 | LONG | 63,000 | $6.1 million |
| 13 | FIRST SOLAR INC | COM · 336433107 | LONG | 30,000 | $926,000 |
| 14 | GOOGLE INC | CL A · 38259P508 | LONG | 2,000 | $1.4 million |
| 15 | KONGZHONG CORP | SPONSORED ADR · 50047P104 | LONG | 10,643 | $58,000 |
| 16 | LAMAR ADVERTISING CO | CL A · 512815101 | LONG | 150,109 | $5.8 million |
| 17 | LIBERTY GLOBAL INC | COM SER A · 530555101 | LONG | 98,000 | $6.2 million |
| 18 | LIBERTY MEDIA CORPORATION | LIB CAP COM A · 530322106 | LONG | 29,237 | $3.4 million |
| 19 | LINKEDIN CORP | COM CL A · 53578A108 | LONG | 70,943 | $8.1 million |
| 20 | LOGMEIN INC | COM · 54142L109 | LONG | 59,371 | $1.3 million |
| 21 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 11,000 | $6.8 million |
| 22 | QIHOO 360 TECHNOLOGY CO LTD | ADS · 74734M109 | LONG | 376,826 | $11.2 million |
| 23 | QUALCOMM INC | COM · 747525103 | LONG | 61,422 | $3.8 million |
| 24 | SALESFORCE COM INC | COM · 79466L302 | LONG | 43,000 | $7.2 million |
| 25 | SBA COMMUNICATIONS CORP | COM · 78388J106 | LONG | 60,000 | $4.3 million |
| 26 | SIRIUS XM RADIO INC | COM · 82967N108 | LONG | 2,574,147 | $7.4 million |
| 27 | SOUFUN HLDGS LTD | ADR · 836034108 | LONG | 328,107 | $8.2 million |
| 28 | THE ADT CORPORATION | COM · 00101J106 | LONG | 165,000 | $7.7 million |
| 29 | TRIPADVISOR INC | COM · 896945201 | LONG | 50,000 | $2.1 million |
| 30 | UBIQUITI NETWORKS INC | COM · 90347A100 | LONG | 162,573 | $2.0 million |
| 31 | YY INC | ADS REPCOM CLA · 98426T106 | LONG | 641,000 | $9.1 million |