LSCM
STMP

Light Street Capital Management’s Stamps.com, Inc. STMP Stock Holding History

Light Street Capital Management’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-81,739
Closed -$12.7M – 30
2018
Q4 		$12.7M Sell
81,739
-77,761
-49% -$13.8M 0.97% 24
2018
Q3 		$36.1M Sell
159,500
-74,567
-32% -$18.7M 2.46% 15
2018
Q2 		$59.2M Sell
234,067
-75,959
-25% -$18.3M 4.15% 8
2018
Q1 		$62.3M Buy
310,026
+10,026
+3% +$1.96M 5.12% 8
2017
Q4 		$56.4M Sell
300,000
-80,000
-21% -$15.5M 6.1% 6
2017
Q3 		$77M Buy
380,000
+15,000
+4% +$2.75M 6.29% 3
2017
Q2 		$56.5M Buy
365,000
+130,000
+55% +$16.4M 3.99% 7
2017
Q1 		$27.8M Buy
+235,000
New +$29M 2.23% 20

Other funds holding STMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Light Street Capital Management sold out of Stamps.com, Inc. (STMP) in Q1 2019, closing a stake of 81,739 shares — an estimated $12.7M sold.

Light Street Capital Management first reported a position in STMP in Q1 2017 and held it in 8 quarters. The position peaked at $77M in Q3 2017. 251 funds tracked by Wall St. Rank hold STMP as of Q1 2019.

  • Light Street Capital Management reported no remaining Stamps.com, Inc. position as of Q1 2019 after selling out during the quarter.
  • Light Street Capital Management sold 81,739 Stamps.com, Inc. shares in Q1 2019, an estimated $12.7M.
  • Light Street Capital Management first reported a position in Stamps.com, Inc. in Q1 2017 and held it in 8 quarters.
  • Light Street Capital Management's Stamps.com, Inc. position peaked at $77M in Q3 2017.
  • 251 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q1 2019.

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