LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings28 positions
Sea Ltd | 5M | $154M | 11.0% | — | — | — | First report 0 |
Slack Technologies Inc | 4.9M | $115.9M | 8.3% | — | — | — | First report 0 |
Lyft Inc | 2.3M | $94.7M | 6.8% | — | — | — | First report 0 |
Amazon.com Inc | 52,763 | $91.6M | 6.6% | — | — | — | First report 0 |
Netflix Inc | 298,800 | $80M | 5.7% | — | — | — | First report 0 |
WORLD WRESTLING ENTMT INC | 1.1M | $74.8M | 5.4% | — | — | — | First report 0 |
Microsoft Corp | 536,850 | $74.6M | 5.4% | — | — | — | First report 0 |
| 1M | $73.7M | 5.3% | — | — | — | First report 0 | |
NEBIUS GROUP N.V. | 2M | $71.8M | 5.1% | — | — | — | First report 0 |
Walt Disney Co/The | 529,149 | $69M | 4.9% | — | — | — | First report 0 |
Twilio Inc | 416,596 | $45.8M | 3.3% | — | — | — | First report 0 |
StoneCo Ltd | 1.3M | $44.5M | 3.2% | — | — | — | First report 0 |
Visa Inc | 245,800 | $42.3M | 3.0% | — | — | — | First report 0 |
Mastercard Inc | 154,900 | $42.1M | 3.0% | — | — | — | First report 0 |
| 191,000 | $41.6M | 3.0% | — | — | — | First report 0 | |
GDS Holdings Ltd | 993,956 | $39.8M | 2.9% | — | — | — | First report 0 |
Farfetch Ltd | 4.3M | $37.4M | 2.7% | — | — | — | First report 0 |
Pinterest Inc | 1.4M | $36.8M | 2.6% | — | — | — | First report 0 |
So-Young International Inc | 3.3M | $30.6M | 2.2% | — | — | — | First report 0 |
Dynatrace Inc | 1.4M | $25.5M | 1.8% | — | — | — | First report 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.4B across 28 positions as of Q3 2019. Top holdings: SE (11.0%), WORK (8.3%), LYFT (6.8%). 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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