← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2013-06-30 · Filed 2013-08-14 · Accession 0001569049-13-000010
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | 21VIANET GROUP INC | SPONSORED ADR · 90138A103 | LONG | 800,000 | $9.1 million |
| 2 | 51JOB INC | SP ADR REP COM · 316827104 | LONG | 33,000 | $2.2 million |
| 3 | 8X8 INC NEW | COM · 282914100 | LONG | 300,000 | $2.5 million |
| 4 | ACTIVE NETWORK INC | COM · 00506D100 | LONG | 1,020,000 | $7.7 million |
| 5 | ADOBE INC | COM · 00724F101 | LONG | 180,000 | $8.2 million |
| 6 | APPLE INC | COM · 037833100 | LONG | 10,000 | $4.0 million |
| 7 | APPLE INC | CALL · 037833900 | CALL | 25,300 | $10.0 million |
| 8 | CBS CORP NEW | CL B · 124857202 | LONG | 150,000 | $7.3 million |
| 9 | CHARTER COMMUNICATIONS INC D | CL A NEW · 16117M305 | LONG | 40,000 | $5.0 million |
| 10 | CONCUR TECHNOLOGIES INC | COM · 206708109 | LONG | 30,000 | $2.4 million |
| 11 | CORNERSTONE ONDEMAND INC | COM · 21925Y103 | LONG | 30,000 | $1.3 million |
| 12 | CROWN CASTLE INTL CORP | COM · 228227104 | LONG | 95,000 | $6.9 million |
| 13 | EBAY INC | COM · 278642103 | LONG | 115,000 | $5.9 million |
| 14 | E-COMMERCE CHINA DANGDANG IN | SPN ADS COM A · 26833A105 | LONG | 94,325 | $655,000 |
| 15 | EQUINIX INC | COM NEW · 29444U502 | LONG | 12,500 | $2.3 million |
| 16 | GOOGLE INC | CL A · 38259P508 | LONG | 4,000 | $3.5 million |
| 17 | GROUPON INC | COM CL A · 399473107 | LONG | 550,000 | $4.7 million |
| 18 | LAMAR ADVERTISING CO | CL A · 512815101 | LONG | 280,000 | $12.1 million |
| 19 | LIBERTY GLOBAL PLC | SHS CL A · G5480U104 | LONG | 92,500 | $6.8 million |
| 20 | LIBERTY MEDIA CORP DELAWARE | CL A · 531229102 | LONG | 45,000 | $5.7 million |
| 21 | LINKEDIN CORP | COM CL A · 53578A108 | LONG | 40,000 | $7.1 million |
| 22 | MICROSOFT CORP | COM · 594918104 | LONG | 125,000 | $4.3 million |
| 23 | NETSUITE INC | COM · 64118Q107 | LONG | 50,000 | $4.6 million |
| 24 | PALO ALTO NETWORKS INC | COM · 697435105 | LONG | 72,500 | $3.1 million |
| 25 | PRICELINE GRP INC | COM NEW · 741503403 | LONG | 8,000 | $6.6 million |
| 26 | PROOFPOINT INC | COM · 743424103 | LONG | 90,000 | $2.2 million |
| 27 | QIHOO 360 TECHNOLOGY CO LTD | ADS · 74734M109 | LONG | 350,000 | $16.2 million |
| 28 | QUALYS INC | COM · 74758T303 | LONG | 84,100 | $1.4 million |
| 29 | RESEARCH IN MOTION LTD | COM · 760975102 | LONG | 100,000 | $1.0 million |
| 30 | SBA COMMUNICATIONS CORP | COM · 78388J106 | LONG | 100,000 | $7.4 million |
| 31 | SERVICENOW INC | COM · 81762P102 | LONG | 60,000 | $2.4 million |
| 32 | SIRIUS XM RADIO INC | COM · 82967N108 | LONG | 3,100,000 | $10.4 million |
| 33 | SOUFUN HLDGS LTD | ADR · 836034108 | LONG | 620,000 | $15.4 million |
| 34 | TRIPADVISOR INC | COM · 896945201 | LONG | 30,000 | $1.8 million |
| 35 | WORKDAY INC | CL A · 98138H101 | LONG | 100,000 | $6.4 million |
| 36 | XOOM CORP | COM · 98419Q101 | LONG | 195,000 | $4.5 million |
| 37 | YAHOO INC | COM · 984332106 | LONG | 500,000 | $12.6 million |
| 38 | YY INC | ADS REPCOM CLA · 98426T106 | LONG | 680,000 | $18.2 million |