Light Street Capital Management’s StoneCo STNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,155,200	Closed	-$96.9M	–	57
2020 Q4	$96.9M	Sell	1,155,200 -560,300	-33%	-$37.5M	2.89%	6
2020 Q3	$90.7M	Sell	1,715,500 -1,197,418	-41%	-$57.2M	2.86%	6
2020 Q2	$113M	Buy	2,912,918 +1,330,917	+84%	+$38.8M	4.7%	3
2020 Q1	$34.4M	Buy	1,582,001 +65,200	+4%	+$2.49M	1.81%	28
2019 Q4	$60.5M	Buy	1,516,801 +238,601	+19%	+$8.73M	3.62%	13
2019 Q3	$44.5M	Buy	+1,278,200	New	+$42.6M	3.19%	12
2019 Q2	–	Sell	-684,100	Closed	-$28.1M	–	33
2019 Q1	$28.1M	Sell	684,100 -165,073	-19%	-$4.48M	1.88%	18
2018 Q4	$15.7M	Buy	+849,173	New	+$19.6M	1.19%	22

Other funds holding STNE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

Light Street Capital Management sold out of StoneCo (STNE) in Q1 2021, closing a stake of 1,155,200 shares — an estimated $96.9M sold.

Light Street Capital Management first reported a position in STNE in Q4 2018 and held it in 8 quarters. The position peaked at $113M in Q2 2020. 333 funds tracked by Wall St. Rank hold STNE as of Q1 2021.

Light Street Capital Management reported no remaining StoneCo position as of Q1 2021 after selling out during the quarter.
Light Street Capital Management sold 1,155,200 StoneCo shares in Q1 2021, an estimated $96.9M.
Light Street Capital Management first reported a position in StoneCo in Q4 2018 and held it in 8 quarters.
Light Street Capital Management's StoneCo position peaked at $113M in Q2 2020.
333 funds tracked by Wall St. Rank held StoneCo as of Q1 2021.

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