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LIGHT STREET CAPITAL MANAGEMENT, LLC

AUM: $821.20 M
13-F Portfolio Value: $435.26 M
Last 13-F Filed: Q2 2024
Concentration in top 10: 70.27%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
NVDANVIDIA CORPORATION16.35%576,198$71,183,501498,198638.72%$123.5413F
TSMTAIWAN SEMICONDUCTOR MFG LTD13.65%341,802$59,408,6066,9322.07%$173.8113F
CLSCELESTICA INC5.65%429,236$24,608,100429,236New$57.3313F
AMDADVANCED MICRO DEVICES INC5.51%147,976$24,003,1879,4766.84%$162.2113F
FROGJFROG LTD5.28%612,000$22,980,60053,0009.48%$37.5513F
AMZNAMAZON COM INC5.24%118,000$22,803,500-42,000-26.25%$193.2513F
AVGOBROADCOM INC5.01%13,574$21,793,464-3,226-19.2%$1605.5313F
BILLBILL HOLDINGS INC4.74%392,000$20,627,040105,00036.59%$52.6213F
METAMETA PLATFORMS INC4.58%39,500$19,916,690-6,000-13.19%$504.2213F
TSMTAIWAN SEMICONDUCTOR MFG LTD (Put)4.26%106,700$18,545,5272,0001.91%$173.8113F
CRMSALESFORCE INC4.22%71,500$18,382,65010,09516.44%$257.113F
DELLDELL TECHNOLOGIES INC4%126,279$17,415,137126,279New$137.9113F
ADSKAUTODESK INC3.76%66,073$16,349,76466,073New$247.4513F
AAPLAPPLE INC3.75%77,459$16,314,41577,459New$210.6213F
INDIINDIE SEMICONDUCTOR INC2.54%1,793,125$11,063,581No Change$6.1713F
BEBLOOM ENERGY CORP2.53%899,881$11,014,543899,881New$12.2413F
PSTGPURE STORAGE INC2.2%149,000$9,567,290149,000New$64.2113F
NTAPNETAPP INC2.11%71,372$9,192,71471,372New$128.813F
NCNONCINO INC1.64%227,196$7,145,314227,196New$31.4513F
CLBTCELLEBRITE DI LTD1.33%484,966$5,795,344-250,000-34.02%$11.9513F
CLBTWCELLEBRITE DI LTD1.17%1,872,361$5,111,546199,77011.94%$2.7313F
NRDYNERDY INC0.18%475,000$793,250-117,454-19.82%$1.6713F
NXPINXP SEMICONDUCTORS N V0.09%1,463$393,6791,463New$269.0913F
ASMLASML HOLDING N V0.08%334$341,592334New$1022.7313F
QCOMQUALCOMM INC0.07%1,480$294,7861,480New$199.1813F
MUMICRON TECHNOLOGY INC0.05%1,631$214,5251,631New$131.5313F
ADBEADOBE INC-19,931Exited13F
GOOGLALPHABET INC-110,000Exited13F
DASHDOORDASH INC-95,250Exited13F
HCPHASHICORP INC-210,000Exited13F
MELIMERCADOLIBRE INC-9,024Exited13F
MSFTMICROSOFT CORP-46,000Exited13F
PCORPROCORE TECHNOLOGIES INC-119,435Exited13F
UBERUBER TECHNOLOGIES INC-100,705Exited13F