LIGHT STREET CAPITAL MANAGEMENT, LLC
2800 SAND HILL ROAD, MENLO PARK, California, 94025, (650) 234-1640
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 37 |
| New Positions | 6 |
| Increased Positions | 16 |
| Decreased Positions | 21 |
| Positions with Activity | 37 |
| Sold Out Positions | 7 |
| Total Mkt Value (in $ millions) |
202 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | 0.64% |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 47.13% |
| Technology | 52.23% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
37 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| YY INC | ADS REPCOM CLA | 19,789 | 1,405 | 7.64 | 690,000 |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 18,042 | 151 | .84 | 380,000 |
| SOUFUN HLDGS LTD | ADR | 13,738 | 5,053 | 58.18 | 519,000 |
| YELP INC | CL A | 13,653 | 13,653 | New | 430,000 |
| LAMAR ADVERTISING CO | CL A | 11,965 | 5,434 | 83.20 | 275,000 |
| LINKEDIN CORP | COM CL A | 10,655 | -1,943 | (15.43) | 60,000 |
| GOOGLE INC | CL A | 9,749 | 7,976 | 450 | 11,000 |
| SIRIUS XM RADIO INC | COM | 9,700 | 1,102 | 12.82 | 2,904,147 |
| CBS CORP (CLASS B) | CL B | 9,319 | 9,319 | New | 195,000 |
| EBAY INC | COM | 8,331 | -1,382 | (14.23) | 160,000 |
| APPLE INC | COM | 6,480 | -2,290 | (26.11) | 15,000 |
| LIBERTY GLOBAL PLC | SHS CL A | 6,303 | -756 | (10.71) | 87,500 |
| PRICELINE COM INC | COM NEW | 6,192 | -2,889 | (31.82) | 7,500 |
| ACTIVE NETWORK INC | COM | 6,040 | -323 | (5.07) | 840,100 |
| THE ADT CORPORATION | COM | 5,943 | -594 | (9.09) | 150,000 |
| SBA COMMUNICATIONS CORP | COM | 5,293 | 756 | 16.67 | 70,000 |
| 51JOB INC | SP ADR REP COM | 4,977 | 871 | 21.21 | 80,000 |
| SALESFORCE COM INC | COM | 4,586 | -1,987 | (30.23) | 120,000 |
| EQUINIX INC | COM NEW | 4,248 | -587 | (12.14) | 22,000 |
| CROWN CASTLE INTL CORP | COM | 3,869 | 845 | 27.97 | 55,000 |
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