LIGHT STREET CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 38
New Positions 6
Increased Positions 14
Decreased Positions 24
Positions with Activity 38
Sold Out Positions 10
Total Mkt Value (in $ millions) 615

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 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 3.23%
Healthcare
Services 32.1%
Technology 48.82%
Transportation
Utilities

38 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 62,323 -1,944 (3.03) 654,582
APPLE INC COM 41,606 -10,401 (20) 340,000
YY INC ADS REPCOM CLA 38,138 4,719 14.12 640,000
21VIANET GROUP INC SPONSORED ADR 37,944 3,198 9.20 1,850,000
MADISON SQUARE GARDEN CO CL A 34,832 11,505 49.32 418,099
SBA COMMUNICATIONS CORP COM 30,830 -4,633 (13.06) 260,810
CHARTER COMMUNICATIONS INC DEL CL A NEW 25,953 10,916 72.60 138,076
PRICELINE GRP INC COM NEW 25,873 21,718 522.71 21,172
AMAZON COM INC COM 25,803 -1,035 (3.86) 48,071
PROOFPOINT INC COM 25,376 25,376 New 395,208
VIPSHOP HLDGS LTD SPONSORED ADR 24,179 1,425 6.26 1,227,342
LIBERTY MEDIA CORP DELAWARE COM SER C 20,804 20,804 New 554,318
PANDORA MEDIA INC COM 20,451 -3,461 (14.48) 1,209,405
TABLEAU SOFTWARE INC CL A 20,300 -6,410 (24) 190,000
XOOM CORP COM 19,837 -6,182 (23.76) 800,506
AVAGO TECHNOLOGIES LTD SHS 18,975 6,820 56.12 148,646
PALO ALTO NETWORKS INC COM 16,372 -7,703 (32) 88,407
FIREEYE INC COM 16,000 -17,432 (52.14) 335,000
YANDEX N V SHS CLASS A 14,652 -2,964 (16.83) 1,018,896
AUTOHOME INC SP ADR RP CL A 13,429 3,633 37.09 348,908