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 2.39%
Healthcare
Services 23.13%
Technology 37.7%
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 65,901 5,991 10 825,000
YY INC ADS REPCOM CLA 34,351 -13,430 (28.11) 525,000
FIREEYE INC COM 33,060 28,101 566.67 1,000,000
APPLE INC COM 32,113 -1,421 (4.24) 287,289
58 COM INC SPON ADR REP A 31,590 -3,159 (9.09) 750,000
QIHOO 360 TECHNOLOGY CO LTD ADS 31,490 10,889 52.86 535,000
TABLEAU SOFTWARE INC CL A 29,060 16,731 135.71 330,000
PRICELINE GRP INC COM NEW 23,721 9,298 64.47 21,381
AUTOHOME INC SP ADR RP CL A 23,516 1,360 6.14 605,000
VIPSHOP HLDGS LTD SPONSORED ADR 22,693 -7,221 (24.14) 1,100,000
PANDORA MEDIA INC COM 22,538 1,352 6.38 1,250,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS 20,511 20,511 New 950,000
NETFLIX INC COM 19,473 -934 (4.58) 57,253
TWITTER INC COM 19,039 9,027 90.17 513,460
SBA COMMUNICATIONS CORP COM 17,668 695 4.10 156,145
MARKETO INC COM 16,456 12,384 304.17 485,000
LAMAR ADVERTISING CO NEW CL A 16,272 -1,356 (7.69) 300,000
YANDEX N V SHS CLASS A 16,200 New 900,000
XOOM CORP COM 15,514 2,394 18.24 875,000
UNIVERSAL DISPLAY CORP COM 15,399 4,820 45.57 557,325


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