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LIGHT STREET CAPITAL MANAGEMENT, LLC

AUM: $861.55 M
13-F Portfolio Value: $333.92 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 73.55%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
AMDADVANCED MICRO DEVICES INC12.32%279,000$41,127,39053,90023.94%$147.4113F
FROGJFROG LTD7.26%700,613$24,248,21675,67612.11%$34.6113F
TSMTAIWAN SEMICONDUCTOR MFG LTD7.2%231,100$24,034,400133,636137.11%$10413F
AMZNAMAZON COM INC5.76%126,500$19,220,4107,1455.99%$151.9413F
CRMSALESFORCE INC5.66%71,888$18,916,60816,33329.4%$263.1413F
PDDPDD HOLDINGS INC3.81%87,000$12,728,97048,765127.54%$146.3113F
CLBTWCELLEBRITE DI LTD0.74%1,672,361$2,483,4565,6940.34%$1.4813F