LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings46 positions
SEA LTD | 505,800 | $112.9M | 6.0% | $30.95 | +621.26% | 7 qtrssince 2019-Q3 | Decreased 0 |
SUNRUN INC | 1.4M | $87.1M | 4.7% | $69.38 | -12.83% | 2 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC | 279,500 | $82.3M | 4.4% | $291.74 | 0.00% | 1 qtr | New 83 |
TALEND SA - ADR | 1.3M | $80.6M | 4.3% | — | — | 7 qtrssince 2019-Q3 | Decreased 0 |
PELOTON INTERACTIVE INC | 670,906 | $75.4M | 4.0% | $74.41 | +51.12% | 4 qtrssince 2020-Q2 | Increased 67 |
TPG PACE BEN FIN CORP | 3.7M | $72.3M | 3.9% | — | — | 2 qtrssince 2020-Q4 | Increased 61 |
LYFT INC | 1M | $65.8M | 3.5% | $56.82 | +11.20% | 7 qtrssince 2019-Q3 | Increased 88 |
NVIDIA CORPORATION | 122,900 | $65.6M | 3.5% | $13.28 | 0.00% | 1 qtr | New 83 |
BROADCOM INC | 133,970 | $62.1M | 3.3% | $22.39 | +86.73% | 5 qtrssince 2020-Q1 | Increased 59 |
GOODRX HLDGS INC | 1.5M | $60.3M | 3.2% | $54.29 | -30.12% | 3 qtrssince 2020-Q3 | Decreased 0 |
PINTEREST INC | 800,140 | $59.2M | 3.2% | $62.05 | +19.30% | 7 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE INC | 278,800 | $59.1M | 3.2% | $207.90 | 0.00% | 1 qtr | New 83 |
CAESARS ENTERTAINMENT INC NE | 669,579 | $58.6M | 3.1% | $56.06 | +55.99% | 3 qtrssince 2020-Q3 | Decreased 0 |
SERVICENOW INC | 110,210 | $55.1M | 2.9% | $100.02 | 0.00% | 1 qtr | New 77 |
PAYPAL HLDGS INC | 220,000 | $53.4M | 2.9% | $96.17 | +149.72% | 5 qtrssince 2020-Q1 | Increased 52 |
NCR VOYIX CORPORATION | 1.4M | $52.6M | 2.8% | $10.68 | +118.08% | 5 qtrssince 2020-Q1 | Decreased 0 |
TPG PACE TECH OPPORTUNITIES | 5.3M | $52.5M | 2.8% | $148.65 | 0.00% | 1 qtr | New 77 |
AMAZON COM INC | 16,510 | $51.1M | 2.7% | $104.09 | +48.62% | 7 qtrssince 2019-Q3 | Decreased 0 |
PURPLE INNOVATION INC | 1.6M | $50.8M | 2.7% | $668.70 | +18.28% | 3 qtrssince 2020-Q3 | Decreased 0 |
TWC TECH HLDGS II CORP | 5M | $50.5M | 2.7% | — | — | 3 qtrssince 2020-Q3 | Unchanged 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.9B across 46 positions as of Q1 2021. Top holdings: SE (6.0%), RUN (4.7%), META (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 21 new positions, 19 exits, 7 increased. Top move: LYFT (INCREASED, conviction 88). Portfolio: $1.9B across 46 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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