1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Light Street Capital Management, Llc Buys Microsoft Corp, NetEase Inc, Stitch Fix Inc, Sells Wix.com, Momo Inc, The Priceline Group Inc

Palo Alto, CA, based Investment company Light Street Capital Management, Llc buys Microsoft Corp, NetEase Inc, Stitch Fix Inc, TAL Education Group, Okta Inc, MercadoLibre Inc, Coupa Software Inc, sells Wix.com, Momo Inc, The Priceline Group Inc, Expedia Inc, Palo Alto Networks Inc during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Light Street Capital Management, Llc. As of 2017-12-31, Light Street Capital Management, Llc owns 22 stocks with a total value of $925 million. These are the details of the buys and sells.

For the details of LIGHT STREET CAPITAL MANAGEMENT, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LIGHT+STREET+CAPITAL+MANAGEMENT%2C+LLC

These are the top 5 holdings of LIGHT STREET CAPITAL MANAGEMENT, LLC
  1. Amazon.com Inc (AMZN) - 167,900 shares, 21.23% of the total portfolio.
  2. Wayfair Inc (W) - 975,000 shares, 8.46% of the total portfolio. Shares added by 9.92%
  3. Match Group Inc (MTCH) - 2,415,000 shares, 8.17% of the total portfolio. Shares reduced by 23.94%
  4. Facebook Inc (FB) - 400,000 shares, 7.63% of the total portfolio. Shares reduced by 15.79%
  5. Amazon.com Inc (AMZN) - 59,000 shares, 7.46% of the total portfolio. Shares added by 7.27%
New Purchase: Microsoft Corp (MSFT)

Light Street Capital Management, Llc initiated holdings in Microsoft Corp. The purchase prices were between $74.26 and $86.85, with an estimated average price of $82. The stock is now traded at around $90.81. The impact to the portfolio due to this purchase was 3.7%. The holdings were 400,000 shares as of 2017-12-31.

New Purchase: NetEase Inc (NTES)

Light Street Capital Management, Llc initiated holdings in NetEase Inc. The purchase prices were between $266.59 and $371.36, with an estimated average price of $312.04. The stock is now traded at around $306.05. The impact to the portfolio due to this purchase was 3.17%. The holdings were 85,000 shares as of 2017-12-31.

New Purchase: Stitch Fix Inc (SFIX)

Light Street Capital Management, Llc initiated holdings in Stitch Fix Inc. The purchase prices were between $14.85 and $29.14, with an estimated average price of $22.89. The stock is now traded at around $21.05. The impact to the portfolio due to this purchase was 3.07%. The holdings were 1,100,000 shares as of 2017-12-31.

New Purchase: TAL Education Group (TAL)

Light Street Capital Management, Llc initiated holdings in TAL Education Group. The purchase prices were between $27.04 and $36.1, with an estimated average price of $30.46. The stock is now traded at around $33.31. The impact to the portfolio due to this purchase was 2.73%. The holdings were 850,000 shares as of 2017-12-31.

New Purchase: Okta Inc (OKTA)

Light Street Capital Management, Llc initiated holdings in Okta Inc. The purchase prices were between $25.23 and $31.28, with an estimated average price of $27.94. The stock is now traded at around $33.92. The impact to the portfolio due to this purchase was 1.94%. The holdings were 700,000 shares as of 2017-12-31.

New Purchase: MercadoLibre Inc (MELI)

Light Street Capital Management, Llc initiated holdings in MercadoLibre Inc. The purchase prices were between $221.51 and $329.28, with an estimated average price of $270.44. The stock is now traded at around $375.71. The impact to the portfolio due to this purchase was 1.27%. The holdings were 37,289 shares as of 2017-12-31.

Sold Out: Wix.com Ltd (WIX)

Light Street Capital Management, Llc sold out the holdings in Wix.com Ltd. The sale prices were between $51.95 and $71.4, with an estimated average price of $62.01.

Sold Out: The Priceline Group Inc (PCLN)

Light Street Capital Management, Llc sold out the holdings in The Priceline Group Inc. The sale prices were between $1645.72 and $1942.11, with an estimated average price of $1812.37.

Sold Out: Expedia Inc (EXPE)

Light Street Capital Management, Llc sold out the holdings in Expedia Inc. The sale prices were between $117.32 and $153.4, with an estimated average price of $129.88.

Sold Out: Universal Display Corp (OLED)

Light Street Capital Management, Llc sold out the holdings in Universal Display Corp. The sale prices were between $126.6 and $190.95, with an estimated average price of $159.09.

Sold Out: Take-Two Interactive Software Inc (TTWO)

Light Street Capital Management, Llc sold out the holdings in Take-Two Interactive Software Inc. The sale prices were between $100.43 and $119.02, with an estimated average price of $109.15.

Sold Out: BlackLine Inc (BL)

Light Street Capital Management, Llc sold out the holdings in BlackLine Inc. The sale prices were between $32.8 and $38.8, with an estimated average price of $34.98.



Here is the complete portfolio of LIGHT STREET CAPITAL MANAGEMENT, LLC. Also check out:

1. LIGHT STREET CAPITAL MANAGEMENT, LLC's Undervalued Stocks
2. LIGHT STREET CAPITAL MANAGEMENT, LLC's Top Growth Companies, and
3. LIGHT STREET CAPITAL MANAGEMENT, LLC's High Yield stocks
4. Stocks that LIGHT STREET CAPITAL MANAGEMENT, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


dimitriGenerals_AssetManagement
pbarker46Yield and Shiller PE
depfa01Undervalued P
DBrizanall 2018Oct18 109a
briankahoyuChina bank
salvatore34zulu/titans/f-score
DANGORDON10-8-18 REV AND EPS GROWTH RAT
pbarker46Next earnings date
declan.mccaffreyInsiders Buying >$200k
clemclem_99insibelowbook
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK