LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings44 positions
UNITY SOFTWARE INC | 4.8M | $738.6M | 22.0% | $87.28 | +14.93% | 2 qtrssince 2020-Q3 | Decreased 0 |
SEA LTD | 808,600 | $161M | 4.8% | $30.95 | +543.13% | 6 qtrssince 2019-Q3 | Decreased 0 |
SUNRUN INC | 1.9M | $134.8M | 4.0% | $69.38 | 0.00% | 1 qtr | New 85 |
PURPLE INNOVATION INC | 3.3M | $109.9M | 3.3% | $668.70 | +23.11% | 2 qtrssince 2020-Q3 | Increased 71 |
DYNATRACE INC | 2.3M | $101.4M | 3.0% | $30.13 | +43.63% | 6 qtrssince 2019-Q3 | Increased 83 |
STONECO LTD | 1.2M | $96.9M | 2.9% | $30.34 | +66.69% | 6 qtrssince 2019-Q3 | Decreased 0 |
SUNNOVA ENERGY INTL INC. | 2.1M | $96.5M | 2.9% | $44.26 | 0.00% | 1 qtr | New 78 |
MATCH GROUP INC NEW | 590,400 | $89.3M | 2.7% | $105.71 | +36.64% | 2 qtrssince 2020-Q3 | Decreased 0 |
TPG PACE BEN FIN CORP | 3.4M | $86.7M | 2.6% | — | — | 1 qtr | New 78 |
NCR VOYIX CORPORATION | 2.3M | $85.8M | 2.6% | $10.68 | +115.90% | 4 qtrssince 2020-Q1 | Decreased 0 |
| 795,427 | $84.2M | 2.5% | — | — | 4 qtrssince 2020-Q1 | Decreased 0 | |
PELOTON INTERACTIVE INC | 544,980 | $82.7M | 2.5% | $65.62 | +131.22% | 3 qtrssince 2020-Q2 | Decreased 0 |
GOODRX HLDGS INC | 2M | $81.9M | 2.4% | $54.29 | -22.11% | 2 qtrssince 2020-Q3 | Increased 59 |
CROWDSTRIKE HLDGS INC | 379,973 | $80.5M | 2.4% | $12.79 | +314.04% | 5 qtrssince 2019-Q4 | Decreased 0 |
CAESARS ENTERTAINMENT INC NE | 1.1M | $79.8M | 2.4% | $56.06 | +32.48% | 2 qtrssince 2020-Q3 | Decreased 0 |
AMAZON COM INC | 23,680 | $77.1M | 2.3% | $104.09 | +56.44% | 6 qtrssince 2019-Q3 | Increased 65 |
ETSY INC | 427,400 | $76M | 2.3% | $106.23 | +67.48% | 3 qtrssince 2020-Q2 | Decreased 0 |
NETFLIX INC | 128,175 | $69.3M | 2.1% | $28.69 | +88.49% | 6 qtrssince 2019-Q3 | Increased 53 |
CARDLYTICS INC | 447,063 | $63.8M | 1.9% | $1,427.70 | -23.16% | 1 qtr | New 68 |
JD.COM INC | 725,846 | $63.8M | 1.9% | $38.76 | +90.63% | 4 qtrssince 2020-Q1 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $3.4B across 44 positions as of Q4 2020. Top holdings: U (22.0%), SE (4.8%), RUN (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 16 new positions, 16 exits, 8 increased. Top move: RUN (NEW, conviction 85). Portfolio: $3.4B across 44 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
Verify source filings on SEC EDGAR