LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings28 positions
SEA LTD | 4.6M | $184.3M | 11.0% | $30.95 | +29.95% | 2 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC. | 401,400 | $129.9M | 7.8% | $28.19 | +14.77% | 2 qtrssince 2019-Q3 | Increased 77 |
LYFT INC | 2.7M | $117.1M | 7.0% | $41.16 | +4.51% | 2 qtrssince 2019-Q3 | Increased 69 |
AMAZON COM INC | 52,548 | $97.1M | 5.8% | $86.80 | +6.45% | 2 qtrssince 2019-Q3 | Decreased 0 |
PINTEREST INC | 5M | $94.1M | 5.6% | $20.79 | -10.36% | 2 qtrssince 2019-Q3 | Increased 95 |
Slack Technologies Inc. | 3.7M | $83.5M | 5.0% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 368,500 | $78.2M | 4.7% | $187.45 | +6.48% | 2 qtrssince 2019-Q3 | Increased 89 |
| 948,953 | $77.9M | 4.7% | $68.25 | +14.94% | 2 qtrssince 2019-Q3 | Decreased 0 | |
DISNEY WALT CO | 526,549 | $76.2M | 4.6% | $125.60 | -25.43% | 2 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 480,250 | $75.7M | 4.5% | $130.73 | +13.81% | 2 qtrssince 2019-Q3 | Decreased 0 |
ACTIVISION BLIZZARD INC | 1.1M | $65.5M | 3.9% | — | — | 1 qtr | New 83 |
UBER TECHNOLOGIES INC | 2.2M | $65M | 3.9% | $29.99 | -0.82% | 2 qtrssince 2019-Q3 | Increased 88 |
STONECO LTD | 1.5M | $60.5M | 3.6% | $29.40 | +12.10% | 2 qtrssince 2019-Q3 | Increased 65 |
SERVICENOW INC | 189,500 | $53.5M | 3.2% | $56.46 | 0.00% | 1 qtr | New 82 |
TALEND SA - ADR | 1.3M | $50.7M | 3.0% | — | — | 2 qtrssince 2019-Q3 | Increased 82 |
GDS HLDGS LTD | 938,056 | $48.4M | 2.9% | $40.08 | +28.69% | 2 qtrssince 2019-Q3 | Decreased 0 |
ASML HLDG NV | 162,800 | $48.2M | 2.9% | $279.04 | 0.00% | 1 qtr | New 77 |
CROWDSTRIKE HLDGS INC | 905,251 | $45.1M | 2.7% | $12.47 | 0.00% | 1 qtr | New 77 |
DYNATRACE INC | 1.6M | $41.4M | 2.5% | $19.77 | +27.96% | 2 qtrssince 2019-Q3 | Increased 60 |
SMARTSHEET INC | 741,279 | $33.3M | 2.0% | — | — | 1 qtr | New 67 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.7B across 28 positions as of Q4 2019. Top holdings: SE (11.0%), NFLX (7.8%), LYFT (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 7 new positions, 7 exits, 8 increased. Top move: PINS (INCREASED, conviction 95). Portfolio: $1.7B across 28 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