LIGHT STREET CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 48
New Positions 14
Increased Positions 21
Decreased Positions 26
Positions with Activity 47
Sold Out Positions 16
Total Mkt Value (in $ millions) 638

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 2.44%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.58%
Healthcare
Services 25.26%
Technology 49.35%
Transportation
Utilities

48 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 54,523 -12,116 (18.18) 675,000
APPLE INC COM 53,019 17,179 47.94 425,000
SBA COMMUNICATIONS CORP COM 35,925 17,227 92.13 300,000
21VIANET GROUP INC SPONSORED ADR 34,678 34,678 New 1,694,072
YY INC ADS REPCOM CLA 33,845 2,161 6.82 560,813
VIPSHOP HLDGS LTD SPONSORED ADR 33,380 1,590 5 1,155,000
FIREEYE INC COM 28,588 -12,252 (30) 700,000
58 COM INC SPON ADR REP A 28,503 -24,372 (46.09) 404,300
YANDEX N V SHS CLASS A 25,223 6,692 36.11 1,225,000
PANDORA MEDIA INC COM 24,733 2,870 13.13 1,414,103
TABLEAU SOFTWARE INC CL A 23,768 -7,606 (24.24) 250,000
MADISON SQUARE GARDEN CO CL A 23,078 23,078 New 280,000
AMAZON COM INC COM 18,778 18,778 New 50,000
BAIDU INC SPON ADR REP A 18,708 18,708 New 90,000
PALO ALTO NETWORKS INC COM 18,525 18,525 New 130,000
XOOM CORP COM 16,422 2,737 20 1,050,000
SHUTTERSTOCK INC COM 15,579 15,579 New 225,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 14,939 14,939 New 80,000
UNIVERSAL DISPLAY CORP COM 14,572 -12,291 (45.75) 302,325
JUMEI INTL HLDG LTD SPONSORED ADR 14,567 -3,261 (18.29) 661,857