Light Street Capital Management’s Stitch Fix SFIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-415,176	Closed	-$11.7M	–	32
2019 Q1	$11.7M	Sell	415,176 -1,854,949	-82%	-$46.1M	0.78%	21
2018 Q4	$38.8M	Buy	2,270,125 +1,688,228	+290%	+$41.8M	2.96%	17
2018 Q3	$25.5M	Sell	581,897 -1,428,619	-71%	-$52.1M	1.74%	18
2018 Q2	$55.2M	Buy	2,010,516 +315,101	+19%	+$7.14M	3.86%	11
2018 Q1	$34.4M	Buy	1,695,415 +595,415	+54%	+$12.9M	2.83%	15
2017 Q4	$28.4M	Buy	+1,100,000	New	+$25.1M	3.07%	12

Other funds holding SFIX

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Light Street Capital Management's SFIX Position: Q2 2019 in Review

Light Street Capital Management sold out of Stitch Fix (SFIX) in Q2 2019, closing a stake of 415,176 shares — an estimated $11.7M sold.

Light Street Capital Management first reported a position in SFIX in Q4 2017 and held it in 6 quarters. The position peaked at $55.2M in Q2 2018. 211 funds tracked by Wall St. Rank hold SFIX as of Q2 2019.

Light Street Capital Management reported no remaining Stitch Fix position as of Q2 2019 after selling out during the quarter.
Light Street Capital Management sold 415,176 Stitch Fix shares in Q2 2019, an estimated $11.7M.
Light Street Capital Management first reported a position in Stitch Fix in Q4 2017 and held it in 6 quarters.
Light Street Capital Management's Stitch Fix position peaked at $55.2M in Q2 2018.
211 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2019.

Based on Light Street Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.