HoldingsChannel.com
Light Street Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 57,068 +4,520 $111,267
     AMZN57,068+4,520$111,267
SLACK TECHNOLOGIES INC 4,078,953 +365,192 $109,479
     WORK4,078,953+365,192$109,479
SEA LTD 2,328,443 -2,254,900 $103,173
     SE2,328,443-2,254,900$103,173
NETFLIX INC 197,020 -204,380 $73,981
     NFLX197,020-204,380$73,981
MATCH GROUP INC 1,043,509 +94,556 $68,913
     MTCH1,043,509+94,556$68,913
CROWDSTRIKE HLDGS INC 1,163,510 +258,259 $64,784
     CRWD1,163,510+258,259$64,784
WAYFAIR INC 1,156,298 +1,156,298 $61,793
     W1,156,298+1,156,298$61,793
LYFT INC 2,103,324 -618,504 $56,474
     LYFT2,103,324-618,504$56,474
UBER TECHNOLOGIES INC 1,953,146 -231,300 $54,532
     UBER1,953,146-231,300$54,532
BROADCOM INC 228,500 +228,500 $54,177
     AVGO228,500+228,500$54,177
GILEAD SCIENCES INC 698,600 +698,600 $52,227
     GILD698,600+698,600$52,227
ASML HOLDING N V 199,237 +36,437 $52,128
     ASML199,237+36,437$52,128
ACTIVISION BLIZZARD INC 859,800 -242,000 $51,141
     ATVI859,800-242,000$51,141
ALIBABA GROUP HLDG LTD 259,700 -108,800 $50,506
     BABA259,700-108,800$50,506
PAYPAL HLDGS INC 524,900 +524,900 $50,254
     PYPL524,900+524,900$50,254
GDS HLDGS LTD 845,156 -92,900 $48,994
     GDS845,156-92,900$48,994
DATADOG INC 1,334,676 +1,334,676 $48,022
     DDOG1,334,676+1,334,676$48,022
SMARTSHEET INC 1,144,762 +403,483 $47,519
     SMAR1,144,762+403,483$47,519
DYNATRACE INC 1,992,306 +355,600 $47,497
     DT1,992,306+355,600$47,497
FIVE9 INC 616,000 +616,000 $47,099
     FIVN616,000+616,000$47,099
MICROSOFT CORP 285,900 -194,350 $45,089
     MSFT285,900-194,350$45,089
JD COM INC 1,027,974 +1,027,974 $41,633
     JD1,027,974+1,027,974$41,633
GODADDY INC 704,700 +704,700 $40,245
     GDDY704,700+704,700$40,245
CREE INC 1,042,700 +1,042,700 $36,974
     CREE1,042,700+1,042,700$36,974
RINGCENTRAL INC 170,095 +170,095 $36,045
     RNG170,095+170,095$36,045
TESLA INC 67,830 +67,830 $35,543
     TSLA67,830+67,830$35,543
FACEBOOK INC 208,300 +208,300 $34,744
     FB208,300+208,300$34,744
STONECO LTD 1,582,001 +65,200 $34,440
     STNE1,582,001+65,200$34,440
LIVE NATION ENTERTAINMENT IN 729,743 +729,743 $33,174
     LYV729,743+729,743$33,174
VIPSHOP HLDGS LTD 2,061,892 +2,061,892 $32,124
     VIPS2,061,892+2,061,892$32,124
NORWEGIAN CRUISE LINE HLDG L 2,827,700 +2,827,700 $30,992
     NCLH2,827,700+2,827,700$30,992
VISA INC 182,600 +80,500 $29,421
     V182,600+80,500$29,421
ROYAL CARIBBEAN CRUISES LTD 897,400 +897,400 $28,869
     RCL897,400+897,400$28,869
STARS GROUP INC 1,254,135 +1,254,135 $25,609
     TSG1,254,135+1,254,135$25,609
REGENERON PHARMACEUTICALS 52,100 +52,100 $25,440
     REGN52,100+52,100$25,440
CARNIVAL CORP 1,923,170 +1,923,170 $25,328
     CCL1,923,170+1,923,170$25,328
TALEND S A 1,060,859 -234,259 $23,795
     TLND1,060,859-234,259$23,795
TAL EDUCATION GROUP 436,400 +436,400 $23,243
     TAL436,400+436,400$23,243
SO YOUNG INTERNATIONAL INC 1,823,301 -549,357 $18,671
     SY1,823,301-549,357$18,671
MIMECAST LTD 417,096 +417,096 $14,723
     MIME417,096+417,096$14,723
WORKDAY INC 103,950 +103,950 $13,536
     WDAY103,950+103,950$13,536
NCR CORP NEW 725,192 +725,192 $12,836
     NCR725,192+725,192$12,836
GRIDSUM HLDG INC 2,723,714 -146,051 $1,852
     GSUM2,723,714-146,051$1,852
MASTERCARD INC 5,900 +5,900 $1,425
     MA5,900+5,900$1,425

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 03/31/2020: $1,900,976
At 12/31/2019: $1,672,210

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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