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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
NVDANVIDIA CORPORATION14.68%99,000$49,026,780-9,500-8.76%$495.2213F
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
AVGOBROADCOM INC5.62%16,807$18,760,814-4,028-19.33%$1116.2513F
MSFTMICROSOFT CORP5.29%46,997$17,672,752-16,936-26.49%$376.0413F
METAMETA PLATFORMS INC5.25%49,500$17,521,020-20,478-29.26%$353.9613F
GTLBGITLAB INC4.51%239,200$15,060,032-578,541-70.75%$62.9613F
INDIINDIE SEMICONDUCTOR INC4.22%1,738,664$14,100,565-158,244-8.34%$8.1113F
MELIMERCADOLIBRE INC3.86%8,200$12,886,6288,200New$1571.5413F
PDDPDD HOLDINGS INC3.81%87,000$12,728,97048,765127.54%$146.3113F
PCORPROCORE TECHNOLOGIES INC3.34%161,000$11,144,420161,000New$69.2213F
BILLBILL HOLDINGS INC3.26%133,400$10,884,106133,400New$81.5913F
CAMTCAMTEK LTD2.11%101,500$7,042,070101,500New$69.3813F
CLBTCELLEBRITE DI LTD2.05%789,966$6,841,106-1,267,833-61.61%$8.6613F
LILI AUTO INC1.32%117,692$4,405,212117,692New$37.4313F
ADSKAUTODESK INC1.31%18,000$4,382,640-19,586-52.11%$243.4813F
CLBTWCELLEBRITE DI LTD0.74%1,672,361$2,483,4565,6940.34%$1.4813F
NRDYNERDY INC0.43%418,077$1,434,004-2,806,868-87.04%$3.4313F
GOOGLALPHABET INC-140,133Exited13F
AMPLAMPLITUDE INC-802,689Exited13F
NFLXNETFLIX INC-15,015Exited13F
OKTAOKTA INC-111,830Exited13F
SNPSSYNOPSYS INC-25,040Exited13F
TSLATESLA INC-63,120Exited13F
BTWNWBRIDGETOWN HOLDINGS LTD-572,005Exited13F