Portfolio (Quarterly)
Guide ↗
LIGHT STREET CAPITAL MANAGEMENT, LLC
· CIK 0001569049| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | Technology | 207,000 | $29.5M | 4.96% | SOLD |
| 2 | SNOW | SNOWFLAKE INC | Technology | 99,000 | $22.3M | 3.76% | SOLD |
| 3 | MDB | MONGODB INC | Technology | 68,500 | $21.3M | 3.58% | SOLD |
| 4 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 105,000 | $18.8M | 3.16% | SOLD |
| 5 | SE | SEA LTD | Consumer Cyclical | 69,303 | $12.4M | 2.08% | SOLD |
| 6 | APPF | APPFOLIO INC | Technology | 20,000 | $5.5M | 0.93% | SOLD |
| 7 | MNDY | MONDAY COM LTD | Technology | 19,843 | $3.8M | 0.65% | SOLD |
| 8 | SNPS | SYNOPSYS INC | Technology | 3,500 | $1.7M | 0.29% | SOLD |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,412 | $847K | 0.14% | SOLD |
Sector Allocation
Technology
69.8%
Communication Services
13.1%
Financial Services
11.0%
Utilities
3.6%
Consumer Cyclical
2.6%