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 51
New Positions 7
Increased Positions 22
Decreased Positions 28
Positions with Activity 50
Sold Out Positions 17
Total Mkt Value (in $ millions) 688

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 1.79%
Healthcare
Services 22.73%
Technology 38.89%
Transportation
Utilities

51 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 62,395 5,672 10 825,000
YY INC ADS REPCOM CLA 41,129 -16,079 (28.11) 525,000
QIHOO 360 TECHNOLOGY CO LTD ADS 39,986 13,827 52.86 535,000
58 COM INC SPON ADR REP A 34,950 -3,495 (9.09) 750,000
APPLE INC COM 33,785 -1,495 (4.24) 287,289
FIREEYE INC COM 32,160 27,336 566.67 1,000,000
TABLEAU SOFTWARE INC CL A 27,103 15,605 135.71 330,000
AUTOHOME INC SP ADR RP CL A 25,888 1,498 6.14 605,000
PRICELINE GRP INC COM NEW 25,212 9,883 64.47 21,381
VIPSHOP HLDGS LTD SPONSORED ADR 24,178 -7,693 (24.14) 1,100,000
PANDORA MEDIA INC COM 24,138 1,448 6.38 1,250,000
YANDEX N V SHS CLASS A 23,436 New 900,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS 22,971 22,971 New 950,000
TWITTER INC COM 20,415 9,680 90.17 513,460
NETFLIX INC COM 19,981 -959 (4.58) 57,253
SBA COMMUNICATIONS CORP COM 18,731 737 4.10 156,145
LAMAR ADVERTISING CO NEW CL A 15,870 -1,323 (7.69) 300,000
UNIVERSAL DISPLAY CORP COM 15,538 4,864 45.57 557,325
MARKETO INC COM 15,316 11,527 304.17 485,000
ZULILY INC CL A 15,225 3,915 34.62 525,000


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