LIGHT STREET CAPITAL MANAGEMENT, LLC Information

525 UNIVERSITY AVENUE, PALO ALTO, California, 94301, (650) 234-1640

Report Date: 09/30/2014

Position Statistics

Total Positions 52
New Positions 7
Increased Positions 22
Decreased Positions 29
Positions with Activity 51
Sold Out Positions 18
Total Mkt Value (in $ millions) 650

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.15%
Healthcare
Services 24.55%
Technology 37.68%
Transportation
Utilities

52 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 64,210 5,837 10 825,000
YY INC ADS REPCOM CLA 38,068 -14,883 (28.11) 525,000
FIREEYE INC COM 34,930 29,691 566.67 1,000,000
APPLE INC COM 32,458 -1,436 (4.24) 287,289
QIHOO 360 TECHNOLOGY CO LTD ADS 32,394 11,202 52.86 535,000
58 COM INC SPON ADR REP A 30,383 -3,038 (9.09) 750,000
TABLEAU SOFTWARE INC CL A 27,433 15,795 135.71 330,000
VIPSHOP HLDGS LTD SPONSORED ADR 25,179 -8,012 (24.14) 1,100,000
NETFLIX INC COM 25,046 -1,202 (4.58) 57,253
AMERICA MOVIL SAB DE CV SPON ADR L SHS 22,354 22,354 New 950,000
PRICELINE GRP INC COM NEW 22,193 8,699 64.47 21,381
PANDORA MEDIA INC COM 21,963 1,318 6.38 1,250,000
AUTOHOME INC SP ADR RP CL A 21,175 1,225 6.14 605,000
TWITTER INC COM 20,241 9,597 90.17 513,460
SBA COMMUNICATIONS CORP COM 18,484 727 4.10 156,145
LAMAR ADVERTISING CO NEW CL A 16,809 -1,401 (7.69) 300,000
MARKETO INC COM 16,568 12,468 304.17 485,000
UNIVERSAL DISPLAY CORP COM 15,717 4,920 45.57 557,325
YANDEX N V SHS CLASS A 15,471 New 900,000
JD COM INC SPON ADR CL A 14,790 -247 (1.64) 600,000