SEC 13F Intelligence

Light Street Capital Management, LLC / W

Light Street Capital Management, LLC’s Wayfair Inc Position

Does Light Street Capital Management, LLC own Wayfair Inc (W)? Not currently — the last reported position was 59.5K shares worth $13M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2020
Shares
59.5K
% of Portfolio
+0.40%
Quarters Held
8
position exited

Position History W

Reported value by quarter
Q4 ’18: $100MQ4 ’18Q1 ’19: $13MQ1 ’19Q2 ’19: $27MQ2 ’19Q3 ’19: $10MQ3 ’19Q1 ’20: $62MQ1 ’20Q2 ’20: $42MQ2 ’20Q3 ’20: $38MQ3 ’20Q4 ’20: $13MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202059.5K$13M+0.40%
Q3 2020130.6K$38M+1.20%
Q2 2020211.1K$42M+1.74%
Q1 20201.16M$62M+3.25%
Q3 201989.3K$10M+0.72%
Q2 2019185.8K$27M+1.47%
Q1 201988.0K$13M+0.87%
Q4 20181.11M$100M+7.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Light Street Capital Management, LLC’s full portfolio or all institutional holders of W.