LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings51 positions
Sea Ltd | 542,217 | $172.8M | 8.7% | $47.76 | +567.32% | 9 qtrssince 2019-Q3 | Increased 60 |
UBER TECHNOLOGIES INC | 2.2M | $99M | 5.0% | $47.30 | -5.28% | 3 qtrssince 2021-Q1 | Increased 89 |
COINBASE GLOBAL INC | 432,000 | $98.3M | 4.9% | $227.48 | +10.94% | 1 qtr | New 83 |
NERDY INC | 9.4M | $93.8M | 4.7% | $149.85 | 0.00% | 1 qtr | New 83 |
CONFLUENT INC | 1.5M | $90.9M | 4.6% | $50.75 | +15.79% | 2 qtrssince 2021-Q2 | Increased 60 |
GOODRX HLDGS INC | 2M | $82.8M | 4.1% | $50.41 | -18.88% | 5 qtrssince 2020-Q3 | Increased 73 |
ELASTIC N V | 438,067 | $65.3M | 3.3% | $145.76 | +2.22% | 2 qtrssince 2021-Q2 | Decreased 0 |
CELLEBRITE DI LTD | 6.8M | $62.9M | 3.2% | $9.26 | 0.00% | 1 qtr | New 82 |
LYFT INC | 1.2M | $62.2M | 3.1% | $54.63 | -21.79% | 9 qtrssince 2019-Q3 | Increased 87 |
ZENDESK INC | 526,470 | $61.3M | 3.1% | — | — | 1 qtr | New 82 |
SALESFORCE INC | 225,220 | $61.1M | 3.1% | $220.36 | +20.78% | 3 qtrssince 2021-Q1 | Increased 67 |
MATCH GROUP INC NEW | 388,506 | $61M | 3.1% | $124.82 | +20.16% | 5 qtrssince 2020-Q3 | Increased 77 |
ASTRA SPACE INC | 6.5M | $56.7M | 2.8% | — | — | 1 qtr | New 76 |
ACCEL ENTERTAINMENT INC | 4.3M | $52.5M | 2.6% | $10.14 | +19.76% | 6 qtrssince 2020-Q2 | Increased 52 |
PELOTON INTERACTIVE INC | 594,164 | $51.7M | 2.6% | $89.57 | -60.08% | 6 qtrssince 2020-Q2 | Decreased 0 |
APPLOVIN CORP | 669,754 | $48.5M | 2.4% | $75.17 | -3.72% | 2 qtrssince 2021-Q2 | Decreased 0 |
META PLATFORMS INC | 135,038 | $45.8M | 2.3% | $291.74 | +15.23% | 3 qtrssince 2021-Q1 | Decreased 0 |
LEGALZOOM COM INC | 1.7M | $44.8M | 2.2% | $28.03 | -4.68% | 2 qtrssince 2021-Q2 | Increased 81 |
ZOOM COMMUNICATIONS INC | 167,409 | $43.8M | 2.2% | $365.37 | -47.86% | 6 qtrssince 2020-Q2 | Decreased 0 |
TPG PACE BEN FIN CORP | 4.1M | $43.5M | 2.2% | — | — | 4 qtrssince 2020-Q4 | Increased 56 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $2B across 51 positions as of Q3 2021. Top holdings: SE (8.7%), UBER (5.0%), COIN (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 16 new positions, 31 exits, 15 increased. Top move: UBER (INCREASED, conviction 89). Portfolio: $2.0B across 51 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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