Light Street Capital Management’s Hello Group MOMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,003,940	Closed	-$23.8M	–	24
2018 Q4	$23.8M	Buy	1,003,940 +41,103	+4%	+$1.29M	1.82%	21
2018 Q3	$42.2M	Buy	+962,837	New	+$42.1M	2.88%	13
2018 Q1	–	Sell	-393,827	Closed	-$9.64M	–	28
2017 Q4	$9.64M	Sell	393,827 -2,059,774	-84%	-$59.4M	1.04%	20
2017 Q3	$76.9M	Sell	2,453,601 -2,346,399	-49%	-$93.2M	6.28%	4
2017 Q2	$177M	Buy	4,800,000 +900,000	+23%	+$34.5M	12.51%	2
2017 Q1	$133M	Buy	3,900,000 +1,400,000	+56%	+$37.3M	10.67%	1
2016 Q4	$46M	Buy	+2,500,000	New	+$55.2M	6.28%	5

Other funds holding MOMO

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $891M AUM 83.14% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

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

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

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Light Street Capital Management's MOMO Position: Q1 2019 in Review

Light Street Capital Management sold out of Hello Group (MOMO) in Q1 2019, closing a stake of 1,003,940 shares — an estimated $23.8M sold.

Light Street Capital Management first reported a position in MOMO in Q4 2016 and held it in 7 quarters. The position peaked at $177M in Q2 2017. 261 funds tracked by Wall St. Rank hold MOMO as of Q1 2019.

Light Street Capital Management reported no remaining Hello Group position as of Q1 2019 after selling out during the quarter.
Light Street Capital Management sold 1,003,940 Hello Group shares in Q1 2019, an estimated $23.8M.
Light Street Capital Management first reported a position in Hello Group in Q4 2016 and held it in 7 quarters.
Light Street Capital Management's Hello Group position peaked at $177M in Q2 2017.
261 funds tracked by Wall St. Rank held Hello Group as of Q1 2019.

Based on Light Street Capital Management's 13F filing for Q1 2019, filed 15 May 2019.