Light Street Capital Management’s Chewy CHWY Stock Holding History

Light Street Capital Management’s Portfolio CHWY Stock Details CHWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-536,715	Closed	-$48.2M	–	49
2020 Q4	$48.2M	Sell	536,715 -164,785	-23%	-$12M	1.44%	31
2020 Q3	$38.5M	Buy	701,500 +208,000	+42%	+$11.2M	1.21%	33
2020 Q2	$22.1M	Buy	+493,500	New	+$21.5M	0.92%	35
2019 Q4	–	Sell	-800,000	Closed	-$19.7M	–	29
2019 Q3	$19.7M	Hold	800,000	–	–	1.41%	23
2019 Q2	$28M	Buy	+800,000	New	+$27M	1.51%	22

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Light Street Capital Management's CHWY Position: Q1 2021 in Review

Light Street Capital Management sold out of Chewy (CHWY) in Q1 2021, closing a stake of 536,715 shares — an estimated $48.2M sold.

Light Street Capital Management first reported a position in CHWY in Q2 2019 and held it in 5 quarters. The position peaked at $48.2M in Q4 2020. 439 funds tracked by Wall St. Rank hold CHWY as of Q1 2021.

Light Street Capital Management reported no remaining Chewy position as of Q1 2021 after selling out during the quarter.
Light Street Capital Management sold 536,715 Chewy shares in Q1 2021, an estimated $48.2M.
Light Street Capital Management first reported a position in Chewy in Q2 2019 and held it in 5 quarters.
Light Street Capital Management's Chewy position peaked at $48.2M in Q4 2020.
439 funds tracked by Wall St. Rank held Chewy as of Q1 2021.

Based on Light Street Capital Management's 13F filing for Q1 2021, filed 17 May 2021.