13F-HR filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 28 holding rows worth $1,672,210,000.
- Accession
- 0001567619-20-003985
- Filer
- CIK 1569049
- Filed
- 2020-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 28 entries on the cover page, a total value of $1,672,210,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,672,210,000 with VALUE read as thousands by filing date, 13F file number 028-15239. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SEA LTD | 81141R100 | SPONSORD ADS | 4,583,343 | $184,342,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 401,400 | $129,881,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 2,721,828 | $117,093,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 52,548 | $97,100,000 | thousands by filing date | |
| PINTEREST INC CL A | 72352L106 | Stock | 5,046,432 | $94,065,000 | thousands by filing date | |
| SLACK TECHNOLOGIES INC | 83088V102 | COM CL A | 3,713,761 | $83,485,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 368,500 | $78,159,000 | thousands by filing date | |
| MATCH GROUP INC | 57665R106 | COM | 948,953 | $77,919,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 526,549 | $76,155,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 480,250 | $75,735,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 1,101,800 | $65,469,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 2,184,446 | $64,965,000 | thousands by filing date | |
| STONECO LTD | G85158106 | COM CL A | 1,516,801 | $60,505,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 189,500 | $53,500,000 | thousands by filing date | |
| TALEND S A | 874224207 | ADS | 1,295,118 | $50,652,000 | thousands by filing date | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 938,056 | $48,385,000 | thousands by filing date | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 162,800 | $48,179,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 905,251 | $45,145,000 | thousands by filing date | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 1,636,706 | $41,409,000 | thousands by filing date | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 741,279 | $33,298,000 | thousands by filing date | |
| SO YOUNG INTERNATIONAL INC | 83356Q108 | SPONSORED ADS | 2,372,658 | $28,994,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 173,800 | $28,267,000 | thousands by filing date | |
| TWILIO INC CL A | 90138F102 | Stock | 262,498 | $25,798,000 | thousands by filing date | |
| IAC INTERACTIVECORP | 44919P508 | COM | 101,000 | $25,160,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 102,100 | $19,185,000 | thousands by filing date | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 387,846 | $14,668,000 | thousands by filing date | |
| GRIDSUM HLDG INC SPONSORED ADR | 398132100 | Stock | 2,869,765 | $3,501,000 | thousands by filing date | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 8,000 | $1,196,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-20-003985 | this filing | 2020-02-14 | acceptance time not in the bulk data set |