LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings45 positions
UNITY SOFTWARE INC | 5.2M | $453.8M | 14.3% | $87.28 | 0.00% | 1 qtr | New 97 |
INVESCO QQQ TRUST SERIES 1 | 1.5M | $416.8M | 13.1% | — | — | — | Unchanged — |
SEA LTD-ADR | 1.2M | $177.6M | 5.6% | $30.95 | +397.71% | 5 qtrssince 2019-Q3 | Decreased 0 |
GOODRX HLDGS INC | 1.8M | $98.9M | 3.1% | $56.00 | 0.00% | 1 qtr | New 84 |
PELOTON INTERACTIVE INC-A | 976,700 | $96.9M | 3.0% | $65.62 | +51.24% | 2 qtrssince 2020-Q2 | Increased 68 |
STONECO LTD-A | 1.7M | $90.7M | 2.9% | $30.34 | +44.01% | 5 qtrssince 2019-Q3 | Decreased 0 |
CAESARS ENTERTAINMENT INC | 1.5M | $85.1M | 2.7% | $56.06 | 0.00% | 1 qtr | New 78 |
ZOOM VIDEO COMMUNICATIONS-A | 177,600 | $83.5M | 2.6% | $271.77 | +71.29% | 2 qtrssince 2020-Q2 | Increased 58 |
JD.COM INC-ADR | 1.1M | $83.3M | 2.6% | $38.76 | +75.44% | 3 qtrssince 2020-Q1 | Decreased 0 |
ETSY INC | 681,400 | $82.9M | 2.6% | $106.23 | +14.50% | 2 qtrssince 2020-Q2 | Decreased 0 |
TALEND S A | 2M | $77.7M | 2.4% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HOLDING LTD | 262,700 | $77.2M | 2.4% | $195.77 | +41.31% | 5 qtrssince 2019-Q3 | Increased 57 |
INVITAE CORP | 1.8M | $76.8M | 2.4% | — | — | 1 qtr | New 78 |
MATCH GROUP INC | 644,661 | $71.3M | 2.2% | $105.71 | 0.00% | 1 qtr | New 78 |
TESLA INC | 153,350 | $65.8M | 2.1% | $143.00 | 0.00% | 1 qtr | New 77 |
CROWDSTRIKE HOLDINGS INC - A | 470,273 | $64.6M | 2.0% | $12.79 | +168.41% | 4 qtrssince 2019-Q4 | Decreased 0 |
PURPLE INNOVATION INC | 2.6M | $63.5M | 2.0% | $621.28 | 0.00% | 1 qtr | New 68 |
NETFLIX INC | 125,725 | $62.9M | 2.0% | $28.19 | +77.37% | 5 qtrssince 2019-Q3 | Decreased 0 |
PAYPAL HOLDINGS INC | 313,750 | $61.8M | 1.9% | $94.68 | +105.80% | 3 qtrssince 2020-Q1 | Decreased 0 |
NCR CORPORATION | 2.8M | $61.6M | 1.9% | $11.03 | +22.37% | 3 qtrssince 2020-Q1 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $3.2B across 45 positions as of Q3 2020. Top holdings: U (14.3%), QQQ puts (13.1%), SE (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 14 new positions, 9 exits, 6 increased. Top move: U (NEW, conviction 97). Portfolio: $3.2B across 45 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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