LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings66 positions
SEA LTD | 536,707 | $147.4M | 6.4% | $44.98 | +510.48% | 8 qtrssince 2019-Q3 | Increased 63 |
PELOTON INTERACTIVE INC | 966,254 | $119.8M | 5.2% | $89.57 | +38.46% | 5 qtrssince 2020-Q2 | Increased 79 |
ZOOM COMMUNICATIONS INC | 222,350 | $86.1M | 3.7% | $365.37 | +8.03% | 5 qtrssince 2020-Q2 | Increased 88 |
ELASTIC N V | 518,797 | $75.6M | 3.3% | $145.76 | 0.00% | 1 qtr | New 82 |
ETSY INC | 362,130 | $74.5M | 3.2% | $163.21 | +26.12% | 5 qtrssince 2020-Q2 | Increased 88 |
FUTU HLDGS LTD | 387,557 | $69.4M | 3.0% | $172.20 | -49.18% | 1 qtr | New 82 |
APPLOVIN CORP | 884,206 | $66.5M | 2.9% | $75.17 | 0.00% | 1 qtr | New 76 |
CONFLUENT INC | 1.4M | $66.2M | 2.9% | $50.00 | 0.00% | 1 qtr | New 76 |
DOXIMITY INC | 1.1M | $66.1M | 2.9% | $58.20 | 0.00% | 1 qtr | New 76 |
PINTEREST INC | 826,721 | $65.3M | 2.8% | $62.60 | -18.60% | 8 qtrssince 2019-Q3 | Increased 52 |
GUARDANT HEALTH INC | 511,850 | $63.6M | 2.8% | $124.19 | +0.66% | 1 qtr | New 76 |
XPENG INC | 1.4M | $60.9M | 2.6% | $44.32 | -22.04% | 1 qtr | New 76 |
Invitae Corp | 1.8M | $60.8M | 2.6% | — | — | 1 qtr | New 76 |
META PLATFORMS INC | 165,473 | $57.5M | 2.5% | $291.74 | +18.06% | 2 qtrssince 2021-Q1 | Decreased 0 |
TPG PACE TECH OPPORTUNITIES | 5.5M | $54.3M | 2.4% | $148.66 | +0.80% | 2 qtrssince 2021-Q1 | Increased 52 |
GOODRX HLDGS INC | 1.4M | $51.6M | 2.2% | $54.29 | -33.56% | 4 qtrssince 2020-Q3 | Decreased 0 |
ACCEL ENTERTAINMENT INC | 4.2M | $49.4M | 2.1% | $10.06 | +18.03% | 5 qtrssince 2020-Q2 | Decreased 0 |
SERVICENOW INC | 88,644 | $48.7M | 2.1% | $100.02 | +9.89% | 2 qtrssince 2021-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 165,255 | $48.2M | 2.1% | $96.17 | +167.58% | 6 qtrssince 2020-Q1 | Decreased 0 |
TPG PACE BEN FIN CORP | 3.7M | $47.5M | 2.1% | — | — | 3 qtrssince 2020-Q4 | Unchanged 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $2.3B across 66 positions as of Q2 2021. Top holdings: SE (6.4%), PTON (5.2%), ZM (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 35 new positions, 15 exits, 9 increased. Top move: ZM (INCREASED, conviction 88). Portfolio: $2.3B across 66 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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