LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings46 positions
ZENDESK INC | 1.2M | $129.7M | 7.8% | — | — | 2 qtrssince 2021-Q3 | Increased 96 |
SEA LTD-ADR | 505,597 | $113.1M | 6.8% | $47.76 | +368.38% | 10 qtrssince 2019-Q3 | Decreased 0 |
CONFLUENT INC | 1M | $79.2M | 4.7% | $50.75 | +52.44% | 3 qtrssince 2021-Q2 | Decreased 0 |
SALESFORCE.COM INC | 300,840 | $76.5M | 4.6% | $227.65 | +9.54% | 4 qtrssince 2021-Q1 | Increased 71 |
MERCADOLIBRE INC | 56,630 | $76.4M | 4.6% | $1,348.40 | 0.00% | 1 qtr | New 83 |
EXPENSIFY INC | 1.6M | $68.8M | 4.1% | $42.42 | 0.00% | 1 qtr | New 83 |
ELASTIC NV | 537,632 | $66.2M | 4.0% | $141.56 | -37.17% | 3 qtrssince 2021-Q2 | Increased 67 |
DATADOG INC - CLASS A | 334,640 | $59.6M | 3.6% | $110.56 | +61.10% | 3 qtrssince 2021-Q2 | Increased 60 |
ACCEL ENTERTAINMENT INC | 4.3M | $55.4M | 3.3% | $9.91 | +31.44% | 7 qtrssince 2020-Q2 | Decreased 0 |
CELLEBRITE DI LTD | 6.8M | $54.5M | 3.3% | $9.47 | -17.11% | 2 qtrssince 2021-Q3 | Unchanged 0 |
PAR TECHNOLOGY CORP/DEL | 1M | $53.5M | 3.2% | $58.79 | -8.01% | 2 qtrssince 2021-Q3 | Increased 76 |
TAKE-TWO INTERACTIVE SOFTWRE | 283,409 | $50.4M | 3.0% | $177.72 | -13.49% | 1 qtr | New 82 |
META PLATFORMS INC | 149,025 | $50.1M | 3.0% | $295.62 | +12.70% | 4 qtrssince 2021-Q1 | Increased 56 |
MARVELL TECHNOLOGY INC | 557,400 | $48.8M | 2.9% | $85.94 | 0.00% | 1 qtr | New 77 |
| 3.9M | $48.3M | 2.9% | $14.51 | -15.35% | 2 qtrssince 2021-Q3 | Increased 76 | |
GOODRX HLDGS INC | 1.4M | $46.5M | 2.8% | $50.41 | -34.29% | 6 qtrssince 2020-Q3 | Decreased 0 |
NERDY INC | 10M | $44.8M | 2.7% | $145.19 | -53.51% | 2 qtrssince 2021-Q3 | Increased 54 |
MATCH GROUP INC | 326,920 | $43.2M | 2.6% | $124.82 | +1.22% | 6 qtrssince 2020-Q3 | Decreased 0 |
APPLOVIN CORP | 433,180 | $40.8M | 2.4% | $75.17 | +25.40% | 3 qtrssince 2021-Q2 | Decreased 0 |
ASTRA SPACE INC | 5.8M | $40.3M | 2.4% | — | — | 2 qtrssince 2021-Q3 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $1.7B across 46 positions as of Q4 2021. Top holdings: ZEN (7.8%), SE (6.8%), CFLT (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 10 new positions, 15 exits, 16 increased. Top move: ZEN (INCREASED, conviction 96). Portfolio: $1.7B across 46 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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