Light Street Capital Management’s Lyft LYFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,160,950	Closed	-$62.2M	–	51
2021 Q3	$62.2M	Buy	1,160,950 +785,936	+210%	+$41.7M	3.12%	9
2021 Q2	$22.7M	Sell	375,014 -667,093	-64%	-$38.4M	0.98%	39
2021 Q1	$65.8M	Buy	1,042,107 +740,893	+246%	+$41.4M	3.52%	7
2020 Q4	$14.8M	Hold	301,214	–	–	0.44%	40
2020 Q3	$8.3M	Hold	301,214	–	–	0.26%	40
2020 Q2	$9.94M	Sell	301,214 -1,802,110	-86%	-$57M	0.41%	38
2020 Q1	$56.5M	Sell	2,103,324 -618,504	-23%	-$24.6M	2.97%	8
2019 Q4	$117M	Buy	2,721,828 +402,400	+17%	+$17.6M	7%	3
2019 Q3	$94.7M	Buy	2,319,428 +1,006,466	+77%	+$55M	6.8%	3
2019 Q2	$86.3M	Buy	1,312,962 +680,500	+108%	+$40.9M	4.66%	8
2019 Q1	$49.5M	Buy	+632,462	New	+$49.5M	3.31%	15

Other funds holding LYFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Light Street Capital Management's LYFT Position: Q4 2021 in Review

Light Street Capital Management sold out of Lyft (LYFT) in Q4 2021, closing a stake of 1,160,950 shares — an estimated $62.2M sold.

Light Street Capital Management first reported a position in LYFT in Q1 2019 and held it in 11 quarters. The position peaked at $117M in Q4 2019. 518 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

Light Street Capital Management reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
Light Street Capital Management sold 1,160,950 Lyft shares in Q4 2021, an estimated $62.2M.
Light Street Capital Management first reported a position in Lyft in Q1 2019 and held it in 11 quarters.
Light Street Capital Management's Lyft position peaked at $117M in Q4 2019.
518 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Light Street Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.