Light Street Capital Management, Llc Buys Sea, Lyft Inc, GDS Holdings, Sells Wayfair Inc, Tesla Inc, Okta Inc

• New Purchases: SE, LYFT, GDS,
• Added Positions: YNDX, FTCH, PANW, MDB, GSUM,
• Reduced Positions: W, SFIX, CRM, MSFT, SPOT, EVBG, AMZN, MTCH, WWE, STNE, IAC, TWLO,
• Sold Out: TSLA, OKTA, TTWO, GTYH, MOMO, STMP, PFPT,

For the details of LIGHT STREET CAPITAL MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/light+street+capital+management%2C+llc/current-portfolio/portfolio

1. Amazon.com Inc (AMZN) - 146,800 shares, 17.48% of the total portfolio.
2. Sea Ltd (SE) - 4,927,879 shares, 7.75% of the total portfolio. New Position
3. Netflix Inc (NFLX) - 308,752 shares, 7.36% of the total portfolio. Shares added by 0.44%
4. Farfetch Ltd (FTCH) - 3,586,147 shares, 6.45% of the total portfolio. Shares added by 59.39%
5. Amazon.com Inc (AMZN) - 52,350 shares, 6.23% of the total portfolio. Shares reduced by 7.74%

Light Street Capital Management, Llc initiated holding in Sea Ltd. The purchase prices were between $10.72 and $24.65, with an estimated average price of $17.32. The stock is now traded at around $25.61. The impact to a portfolio due to this purchase was 7.75%. The holding were 4,927,879 shares as of .

Light Street Capital Management, Llc initiated holding in Lyft Inc. The purchase prices were between $78.29 and $78.29, with an estimated average price of $78.29. The stock is now traded at around $54.04. The impact to a portfolio due to this purchase was 3.31%. The holding were 632,462 shares as of .

Light Street Capital Management, Llc initiated holding in GDS Holdings Ltd. The purchase prices were between $20.9 and $36.12, with an estimated average price of $30.11. The stock is now traded at around $38.01. The impact to a portfolio due to this purchase was 3.1%. The holding were 1,301,200 shares as of .

Light Street Capital Management, Llc added to a holding in Yandex NV by 66.10%. The purchase prices were between $26.8 and $36.16, with an estimated average price of $33. The stock is now traded at around $36.31. The impact to a portfolio due to this purchase was 2.46%. The holding were 2,688,900 shares as of .

Light Street Capital Management, Llc added to a holding in Farfetch Ltd by 59.39%. The purchase prices were between $16.4 and $29.69, with an estimated average price of $22.27. The stock is now traded at around $25.15. The impact to a portfolio due to this purchase was 2.4%. The holding were 3,586,147 shares as of .

Light Street Capital Management, Llc added to a holding in Palo Alto Networks Inc by 152.00%. The purchase prices were between $179.7 and $254.88, with an estimated average price of $221.76. The stock is now traded at around $219.65. The impact to a portfolio due to this purchase was 2.03%. The holding were 207,400 shares as of .

Light Street Capital Management, Llc sold out a holding in Tesla Inc. The sale prices were between $260.42 and $347.31, with an estimated average price of $301.74.

Light Street Capital Management, Llc sold out a holding in Okta Inc. The sale prices were between $59.56 and $86.43, with an estimated average price of $78.99.

Light Street Capital Management, Llc sold out a holding in Take-Two Interactive Software Inc. The sale prices were between $84.63 and $110, with an estimated average price of $97.16.

Light Street Capital Management, Llc sold out a holding in GTY Technology Holdings Inc. The sale prices were between $8.01 and $10.55, with an estimated average price of $9.5.

Light Street Capital Management, Llc sold out a holding in Momo Inc. The sale prices were between $23.75 and $38.86, with an estimated average price of $31.77.

Light Street Capital Management, Llc sold out a holding in Stamps.com Inc. The sale prices were between $80.51 and $202.13, with an estimated average price of $142.42.