LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings45 positions
AMAZON.COM INC | 57,068 | $111.3M | 5.9% | $87.64 | +11.23% | 3 qtrssince 2019-Q3 | Increased 64 |
SLACK TECHNOLOGIES INC- CL A | 4.1M | $109.5M | 5.8% | — | — | 3 qtrssince 2019-Q3 | Increased 65 |
SEA LTD-ADR | 2.3M | $103.2M | 5.4% | $30.95 | +43.17% | 3 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC | 197,020 | $74M | 3.9% | $28.19 | +33.19% | 3 qtrssince 2019-Q3 | Decreased 0 |
| 1M | $68.9M | 3.6% | $67.78 | -6.92% | 3 qtrssince 2019-Q3 | Increased 61 | |
CROWDSTRIKE HOLDINGS INC - A | 1.2M | $64.8M | 3.4% | $12.79 | +8.84% | 2 qtrssince 2019-Q4 | Increased 69 |
WAYFAIR INC- CLASS A | 1.2M | $61.8M | 3.3% | $52.01 | 0.00% | 1 qtr | New 83 |
LYFT INC-A | 2.1M | $56.5M | 3.0% | $41.16 | -34.77% | 3 qtrssince 2019-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 2M | $54.5M | 2.9% | $29.99 | -6.89% | 3 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 228,500 | $54.2M | 2.8% | $20.63 | 0.00% | 1 qtr | New 77 |
GILEAD SCIENCES INC | 698,600 | $52.2M | 2.7% | $58.79 | +3.83% | 1 qtr | New 77 |
ASML HOLDING NV-NY REG SHS | 199,237 | $52.1M | 2.7% | $273.12 | -9.68% | 2 qtrssince 2019-Q4 | Increased 62 |
ACTIVISION BLIZZARD INC | 859,800 | $51.1M | 2.7% | — | — | 2 qtrssince 2019-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 259,700 | $50.5M | 2.7% | $187.45 | -2.37% | 3 qtrssince 2019-Q3 | Decreased 0 |
PAYPAL HLDGS INC | 524,900 | $50.3M | 2.6% | $94.68 | 0.00% | 1 qtr | New 77 |
GDS HLDGS LTD | 845,156 | $49M | 2.6% | $40.08 | +44.64% | 3 qtrssince 2019-Q3 | Decreased 0 |
DATADOG INC - CLASS A | 1.3M | $48M | 2.5% | $35.98 | 0.00% | 1 qtr | New 77 |
SMARTSHEET INC-CLASS A | 1.1M | $47.5M | 2.5% | — | — | 2 qtrssince 2019-Q4 | Increased 72 |
DYNATRACE INC | 2M | $47.5M | 2.5% | $20.50 | +16.30% | 3 qtrssince 2019-Q3 | Increased 61 |
FIVE9 INC | 616,000 | $47.1M | 2.5% | $76.28 | 0.00% | 1 qtr | New 77 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.9B across 45 positions as of Q1 2020. Top holdings: AMZN (5.9%), WORK (5.8%), SE (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 24 new positions, 7 exits, 9 increased. Top move: W (NEW, conviction 83). Portfolio: $1.9B across 45 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR