LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings32 positions
ZENDESK INC | 7.3M | $540.1M | 44.1% | — | — | — | Increased — |
ZENDESK INC | 2.7M | $201.9M | 16.5% | — | — | 4 qtrssince 2021-Q3 | Increased 97 |
ACCEL ENTERTAINMENT INC | 3.6M | $38.1M | 3.1% | $9.91 | +8.12% | 9 qtrssince 2020-Q2 | Decreased 0 |
FORGEROCK INC | 1.7M | $35.7M | 2.9% | — | — | 4 qtrssince 2021-Q3 | Decreased 0 |
EXPENSIFY INC | 2M | $34.7M | 2.8% | $36.34 | -50.00% | 3 qtrssince 2021-Q4 | Decreased 0 |
DATADOG INC | 362,593 | $34.5M | 2.8% | $118.62 | -19.71% | 5 qtrssince 2021-Q2 | Decreased 0 |
CELLEBRITE DI LTD | 6.8M | $34.5M | 2.8% | $9.47 | -46.46% | 4 qtrssince 2021-Q3 | Decreased 0 |
APPLOVIN CORP | 988,480 | $34M | 2.8% | $63.66 | -45.90% | 5 qtrssince 2021-Q2 | Decreased 0 |
GITLAB INC | 536,785 | $28.5M | 2.3% | $54.45 | -2.41% | 2 qtrssince 2022-Q1 | Unchanged 0 |
GOODRX HLDGS INC | 4.6M | $27.4M | 2.2% | $27.49 | -77.08% | 8 qtrssince 2020-Q3 | Increased 55 |
SPLUNK INC | 296,224 | $26.2M | 2.1% | — | — | 2 qtrssince 2022-Q1 | Increased 79 |
DOXIMITY INC | 657,575 | $22.9M | 1.9% | $52.83 | -42.80% | 5 qtrssince 2021-Q2 | Decreased 0 |
BILL HOLDINGS INC | 198,655 | $21.8M | 1.8% | $226.79 | -51.52% | 2 qtrssince 2022-Q1 | Decreased 0 |
NERDY INC | 9.9M | $21.1M | 1.7% | $145.19 | -77.99% | 4 qtrssince 2021-Q3 | Decreased 0 |
CROWDSTRIKE HLDGS INC | 106,800 | $18M | 1.5% | $56.77 | -25.77% | 2 qtrssince 2022-Q1 | Decreased 0 |
PAR TECHNOLOGY CORP | 468,768 | $17.6M | 1.4% | $58.79 | -36.44% | 4 qtrssince 2021-Q3 | Decreased 0 |
CONFLUENT INC | 753,304 | $17.5M | 1.4% | $49.02 | -51.71% | 5 qtrssince 2021-Q2 | Decreased 0 |
DOCGO INC | 2.4M | $16.8M | 1.4% | $9.04 | -22.79% | 3 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 17,545 | $11.8M | 1.0% | $359.20 | -37.51% | 2 qtrssince 2022-Q1 | Decreased 0 |
MICROSOFT CORP | 40,809 | $10.5M | 0.9% | $258.96 | -4.22% | 12 qtrssince 2019-Q3 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.2B across 32 positions as of Q2 2022. Top holdings: ZEN calls (44.1%), ZEN (16.5%), ACEL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 2 new positions, 9 exits, 3 increased. Top move: ZEN (INCREASED, conviction 97). Portfolio: $1.2B across 32 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