0001569049-13-000006.txt : 20130515 0001569049-13-000006.hdr.sgml : 20130515 20130515115720 ACCESSION NUMBER: 0001569049-13-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIGHT STREET CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001569049 IRS NUMBER: 272888103 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15239 FILM NUMBER: 13844824 BUSINESS ADDRESS: STREET 1: 2800 SAND HILL ROAD STREET 2: SUITE 180 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-234-1640 MAIL ADDRESS: STREET 1: 2800 SAND HILL ROAD STREET 2: SUITE 180 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 lsc13f033113.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Light Street Capital Management, LLC Address: 2800 Sand Hill Road Suite 180 Menlo Park, CA 94025 Form 13F File Number: 28-15239 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Stephen D. Lane Title: Chief Financial Officer Phone: 650-234-1655 Signature, Place, and Date of Signing: /s/ Stephen D. Lane Menlo Park, California May 15, 2013 ------------------------- ------------------------- ------------------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 31 Form 13F Information Table Value Total: 191,973

FORM 13F INFORMATION TABLE ---------------------------- ---------------- --------- --------- ------------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- --------- ---------- --- ---- ---------- -------- ---------- ------ ---- 21VIANET GROUP INC SPONSORED ADR 90138A103 2,461 261,819 SH SOLE 261,819 51JOB INC SP ADR REP COM 316827104 4,753 80,000 SH SOLE 80,000 ACTIVE NETWORK INC COM 00506D100 3,520 840,100 SH SOLE 840,100 AMERICAN TOWER CORP NEW COM 03027X100 3,096 40,252 SH SOLE 40,252 APPLE INC COM 037833100 6,640 15,000 SH SOLE 15,000 APPLE INC CALL 037833900 11,199 25,300 SH CALL SOLE 25,300 CBS CORP NEW CL B 124857202 9,105 195,000 SH SOLE 195,000 CONCUR TECHNOLOGIES INC COM 206708109 1,373 20,000 SH SOLE 20,000 CROWN CASTLE INTL CORP COM 228227104 3,830 55,000 SH SOLE 55,000 EBAY INC COM 278642103 8,675 160,000 SH SOLE 160,000 EQUINIX INC COM NEW 29444U502 4,759 22,000 SH SOLE 22,000 EXPEDIA INC DEL COM NEW 30212P303 3,001 50,000 SH SOLE 50,000 GOOGLE INC CL A 38259P508 8,736 11,000 SH SOLE 11,000 IMPERVA INC COM 45321L100 1,540 40,000 SH SOLE 40,000 LAMAR ADVERTISING CO CL A 512815101 13,360 275,000 SH SOLE 275,000 LIBERTY GLOBAL INC COM SER A 530555101 6,421 87,500 SH SOLE 87,500 LIBERTY MEDIA CORP DELAWARE CL A 531229102 2,233 20,000 SH SOLE 20,000 LINKEDIN CORP COM CL A 53578A108 10,564 60,000 SH SOLE 60,000 PRICELINE COM INC COM NEW 741503403 5,161 7,500 SH SOLE 7,500 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 11,259 380,000 SH SOLE 380,000 QUALCOMM INC COM 747525103 3,012 45,000 SH SOLE 45,000 QUALYS INC COM 74758T303 1,073 86,991 SH SOLE 86,991 SALESFORCE COM INC COM 79466L302 5,365 30,000 SH SOLE 30,000 SBA COMMUNICATIONS CORP COM 78388J106 5,040 70,000 SH SOLE 70,000 SIRIUS XM RADIO INC COM 82967N108 8,945 2,904,147 SH SOLE 2,904,147 SOUFUN HLDGS LTD ADR 836034108 13,603 519,000 SH SOLE 519,000 SPLUNK INC COM 848637104 3,002 75,000 SH SOLE 75,000 THE ADT CORPORATION COM 00101J106 7,341 150,000 SH SOLE 150,000 TRIPADVISOR INC COM 896945201 1,050 20,000 SH SOLE 20,000 YELP INC CL A 985817105 10,195 430,000 SH SOLE 430,000 YY INC ADS REPCOM CLA 98426T106 11,661 690,000 SH SOLE 690,000