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LIGHT STREET CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2019

Position Statistics

Total Positions 29
New Positions 3
Increased Positions 9
Decreased Positions 20
Positions with Activity 29
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,314

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals 11.95%
Consumer Non-Cyclicals
Financials 0.04%
Healthcare
Technology 88.01%
Telecommunication Services
Utilities

29 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SEA LTD SPONSORED ADS 168,484 168,484 New 4,927,879
NETFLIX INC COM 114,559 502 .44 308,752
YANDEX N V SHS CLASS A 105,109 41,830 66.10 2,688,900
AMAZON COM INC COM 100,193 -8,408 (7.74) 52,350
MONGODB INC CL A 97,362 12,472 14.69 589,000
TWILIO INC CL A 91,662 -1,118 (1.21) 662,250
EVERBRIDGE INC COM 78,017 -14,079 (15.29) 869,850
IAC INTERACTIVECORP COM 75,431 -1,359 (1.77) 333,000
FARFETCH LTD ORD SH CL A 75,273 28,047 59.39 3,586,147
MATCH GROUP INC COM 67,134 -10,050 (13.02) 939,200
MICROSOFT CORP COM 57,895 -27,804 (32.44) 420,200
GDS HLDGS LTD SPONSORED ADS 45,074 45,074 New 1,301,200
WORLD WRESTLING ENTMT INC CL A 43,388 -3,782 (8.02) 593,135
PALO ALTO NETWORKS INC COM 41,171 24,834 152.01 207,400
LYFT INC CL A COM 40,326 40,326 New 632,462
SPOTIFY TECHNOLOGY S A SHS 29,265 -13,102 (30.93) 195,051
SALESFORCE COM INC COM 28,680 -23,404 (44.94) 187,990
STONECO LTD COM CL A 19,634 -4,738 (19.44) 684,100
WAYFAIR INC CL A 13,408 -155,157 (92.05) 87,975
STITCH FIX INC COM CL A 12,999 -58,078 (81.71) 415,176