← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2013-03-31 · Filed 2013-05-15 · Accession 0001569049-13-000006
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 21VIANET GROUP INC | SPONSORED ADR · 90138A103 | LONG | 261,819 | $2.5 million |
| 2 | 51JOB INC | SP ADR REP COM · 316827104 | LONG | 80,000 | $4.8 million |
| 3 | ACTIVE NETWORK INC | COM · 00506D100 | LONG | 840,100 | $3.5 million |
| 4 | AMERICAN TOWER CORP NEW | COM · 03027X100 | LONG | 40,252 | $3.1 million |
| 5 | APPLE INC | COM · 037833100 | LONG | 15,000 | $6.6 million |
| 6 | APPLE INC | CALL · 037833900 | CALL | 25,300 | $11.2 million |
| 7 | CBS CORP NEW | CL B · 124857202 | LONG | 195,000 | $9.1 million |
| 8 | CONCUR TECHNOLOGIES INC | COM · 206708109 | LONG | 20,000 | $1.4 million |
| 9 | CROWN CASTLE INTL CORP | COM · 228227104 | LONG | 55,000 | $3.8 million |
| 10 | EBAY INC | COM · 278642103 | LONG | 160,000 | $8.7 million |
| 11 | EQUINIX INC | COM NEW · 29444U502 | LONG | 22,000 | $4.8 million |
| 12 | EXPEDIA INC DEL | COM NEW · 30212P303 | LONG | 50,000 | $3.0 million |
| 13 | GOOGLE INC | CL A · 38259P508 | LONG | 11,000 | $8.7 million |
| 14 | IMPERVA INC | COM · 45321L100 | LONG | 40,000 | $1.5 million |
| 15 | LAMAR ADVERTISING CO | CL A · 512815101 | LONG | 275,000 | $13.4 million |
| 16 | LIBERTY GLOBAL INC | COM SER A · 530555101 | LONG | 87,500 | $6.4 million |
| 17 | LIBERTY MEDIA CORP DELAWARE | CL A · 531229102 | LONG | 20,000 | $2.2 million |
| 18 | LINKEDIN CORP | COM CL A · 53578A108 | LONG | 60,000 | $10.6 million |
| 19 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 7,500 | $5.2 million |
| 20 | QIHOO 360 TECHNOLOGY CO LTD | ADS · 74734M109 | LONG | 380,000 | $11.3 million |
| 21 | QUALCOMM INC | COM · 747525103 | LONG | 45,000 | $3.0 million |
| 22 | QUALYS INC | COM · 74758T303 | LONG | 86,991 | $1.1 million |
| 23 | SALESFORCE COM INC | COM · 79466L302 | LONG | 30,000 | $5.4 million |
| 24 | SBA COMMUNICATIONS CORP | COM · 78388J106 | LONG | 70,000 | $5.0 million |
| 25 | SIRIUS XM RADIO INC | COM · 82967N108 | LONG | 2,904,147 | $8.9 million |
| 26 | SOUFUN HLDGS LTD | ADR · 836034108 | LONG | 519,000 | $13.6 million |
| 27 | SPLUNK INC | COM · 848637104 | LONG | 75,000 | $3.0 million |
| 28 | THE ADT CORPORATION | COM · 00101J106 | LONG | 150,000 | $7.3 million |
| 29 | TRIPADVISOR INC | COM · 896945201 | LONG | 20,000 | $1.1 million |
| 30 | YELP INC | CL A · 985817105 | LONG | 430,000 | $10.2 million |
| 31 | YY INC | ADS REPCOM CLA · 98426T106 | LONG | 690,000 | $11.7 million |