LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings40 positions
INVESCO QQQ TR | 1.5M | $371.4M | 15.5% | — | — | — | New — |
SEA LTD | 1.5M | $160.3M | 6.7% | — | — | — | Decreased 0 |
STONECO LTD | 2.9M | $112.9M | 4.7% | — | — | — | Increased 86 |
NETFLIX INC | 171,595 | $78.1M | 3.2% | — | — | — | Decreased 0 |
ETSY INC | 725,600 | $77.1M | 3.2% | — | — | — | New 83 |
JD.COM INC | 1.3M | $76.4M | 3.2% | — | — | — | Increased 67 |
| 1.3M | $74.8M | 3.1% | — | — | — | Increased 66 | |
TALEND S A | 2.1M | $72M | 3.0% | — | — | — | Increased 82 |
| 634,209 | $67.9M | 2.8% | — | — | — | Decreased 0 | |
AMAZON COM INC | 23,928 | $66M | 2.7% | — | — | — | Decreased 0 |
PAYPAL HLDGS INC | 373,500 | $65.1M | 2.7% | — | — | — | Decreased 0 |
CROWDSTRIKE HLDGS INC | 635,037 | $63.7M | 2.7% | — | — | — | Decreased 0 |
DYNATRACE INC | 1.6M | $63.5M | 2.6% | — | — | — | Decreased 0 |
META PLATFORMS INC | 272,800 | $61.9M | 2.6% | — | — | — | Increased 65 |
ASML HOLDING N V | 167,998 | $61.8M | 2.6% | — | — | — | Decreased 0 |
GRUBHUB INC | 838,794 | $59M | 2.5% | — | — | — | New 77 |
NCR CORP NEW | 3.4M | $58.5M | 2.4% | — | — | — | Increased 82 |
GDS HLDGS LTD | 733,154 | $58.4M | 2.4% | — | — | — | Decreased 0 |
DATADOG INC | 622,676 | $54.1M | 2.3% | — | — | — | Decreased 0 |
ALIBABA GROUP HLDG LTD | 238,200 | $51.4M | 2.1% | — | — | — | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $2.4B across 40 positions as of Q2 2020. Top holdings: QQQ puts (15.5%), SE (6.7%), STNE (4.7%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR