HoldingsChannel.com
Light Street Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SEA LTD 4,974,243 +167,043 $153,953
     SE4,974,243+167,043$153,953
SLACK TECHNOLOGIES INC 4,883,818 -421,331 $115,893
     WORK4,883,818-421,331$115,893
LYFT INC 2,319,428 +1,006,466 $94,725
     LYFT2,319,428+1,006,466$94,725
AMAZON COM INC 52,763 +1,706 $91,592
     AMZN52,763+1,706$91,592
NETFLIX INC 298,800 -4,850 $79,965
     NFLX298,800-4,850$79,965
WORLD WRESTLING ENTMT INC 1,051,265 +321,635 $74,798
     WWE1,051,265+321,635$74,798
MICROSOFT CORP 536,850 +188,000 $74,638
     MSFT536,850+188,000$74,638
MATCH GROUP INC 1,031,553 +93,229 $73,694
     MTCH1,031,553+93,229$73,694
YANDEX N V 2,049,621 -234,300 $71,757
     YNDX2,049,621-234,300$71,757
DISNEY WALT CO 529,149 +63,089 $68,959
     DIS529,149+63,089$68,959
TWILIO INC 416,596 -105,324 $45,809
     TWLO416,596-105,324$45,809
STONECO LTD 1,278,200 +1,278,200 $44,456
     STNE1,278,200+1,278,200$44,456
VISA INC 245,800 +245,800 $42,280
     V245,800+245,800$42,280
MASTERCARD INC 154,900 +154,900 $42,066
     MA154,900+154,900$42,066
IAC INTERACTIVECORP 191,000 -73,960 $41,632
     IAC191,000-73,960$41,632
GDS HLDGS LTD 993,956 -860,144 $39,838
     GDS993,956-860,144$39,838
FARFETCH LTD 4,333,407 +308,807 $37,441
     FTCH4,333,407+308,807$37,441
PINTEREST INC 1,392,234 -2,239,192 $36,825
     PINS1,392,234-2,239,192$36,825
SO YOUNG INTERNATIONAL INC 3,319,545 +236,554 $30,639
     SY3,319,545+236,554$30,639
DYNATRACE INC 1,364,671 +1,364,671 $25,478
     DT1,364,671+1,364,671$25,478
TALEND S A 742,761 +742,761 $25,239
     TLND742,761+742,761$25,239
UBER TECHNOLOGIES INC 736,625 -1,854,596 $22,445
     UBER736,625-1,854,596$22,445
CHEWY INC 800,000 UNCH $19,664
     CHWY800,000UNCH$19,664
ALIBABA GROUP HLDG LTD 106,000 +106,000 $17,726
     BABA106,000+106,000$17,726
WAYFAIR INC 89,250 -96,550 $10,007
     W89,250-96,550$10,007
THE REALREAL INC 248,732 -101,268 $5,562
     REAL248,732-101,268$5,562
GRIDSUM HLDG INC 2,945,430 UNCH $4,948
     GSUM2,945,430UNCH$4,948

See Full List: All Stocks Held By Light Street Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Light Street Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $1,393,851
At 06/30/2019: $1,850,548

Light Street Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Light Street Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Light Street Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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