LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings39 positions
ZENDESK INC | 2.2M | $263.2M | 17.0% | — | — | — | New — |
ZENDESK INC | 1.4M | $164.9M | 10.7% | — | — | 3 qtrssince 2021-Q3 | Increased 66 |
GOODRX HLDGS INC | 4.2M | $81.4M | 5.3% | $29.60 | -35.95% | 7 qtrssince 2020-Q3 | Increased 94 |
DATADOG INC | 416,690 | $63.1M | 4.1% | $118.62 | +27.70% | 4 qtrssince 2021-Q2 | Increased 67 |
BILL HOLDINGS INC | 247,835 | $56.2M | 3.6% | $226.79 | 0.00% | 1 qtr | New 82 |
APPLOVIN CORP | 1M | $55.8M | 3.6% | $63.66 | -13.49% | 4 qtrssince 2021-Q2 | Increased 88 |
CONFLUENT INC | 1.3M | $52.3M | 3.4% | $49.02 | -15.46% | 4 qtrssince 2021-Q2 | Increased 66 |
TESLA INC | 47,965 | $51.7M | 3.3% | $359.20 | 0.00% | 1 qtr | New 82 |
NERDY INC | 10M | $50.7M | 3.3% | $145.19 | -47.41% | 3 qtrssince 2021-Q3 | Unchanged 0 |
DOXIMITY INC | 905,325 | $47.2M | 3.1% | $52.83 | -1.41% | 4 qtrssince 2021-Q2 | Increased 88 |
ZOOMINFO TECHNOLOGIES INC | 774,300 | $46.3M | 3.0% | $58.09 | -41.14% | 1 qtr | New 77 |
ACCEL ENTERTAINMENT INC | 3.7M | $45.2M | 2.9% | $10.14 | +20.15% | 8 qtrssince 2020-Q2 | Decreased 0 |
FORGEROCK INC | 2M | $43.8M | 2.8% | — | — | 3 qtrssince 2021-Q3 | Increased 74 |
CELLEBRITE DI LTD | 6.8M | $43.5M | 2.8% | $9.26 | -30.89% | 3 qtrssince 2021-Q3 | Unchanged 0 |
CROWDSTRIKE HLDGS INC | 181,520 | $41.2M | 2.7% | $56.77 | 0.00% | 1 qtr | New 76 |
MATCH GROUP INC NEW | 362,900 | $39.5M | 2.6% | $122.75 | -45.76% | 7 qtrssince 2020-Q3 | Increased 56 |
EXPENSIFY INC | 2.1M | $36.9M | 2.4% | $37.23 | -52.84% | 2 qtrssince 2021-Q4 | Increased 65 |
AMAZON COM INC | 10,455 | $34.1M | 2.2% | $105.68 | +54.24% | 11 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 106,455 | $32.8M | 2.1% | $258.96 | +14.71% | 11 qtrssince 2019-Q3 | Increased 74 |
SALESFORCE INC | 148,275 | $31.5M | 2.0% | $227.65 | -8.48% | 5 qtrssince 2021-Q1 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.5B across 39 positions as of Q1 2022. Top holdings: ZEN calls (17.0%), ZEN (10.7%), GDRX (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 9 new positions, 17 exits, 11 increased. Top move: GDRX (INCREASED, conviction 94). Portfolio: $1.5B across 39 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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