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Gurus
Growth
LIGHT STREET CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

LIGHT STREET CAPITAL MANAGEMENT, LLC

AUM: $821.20 M

13-F Portfolio Value: $358.11 M

Last 13-F Filed: Q1 2025

Concentration in top 10: 81.37%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TSM	TAIWAN SEMICONDUCTOR MFG LTD (Put)	13.79%	297,500	$49,385,000		No Change	$166	13F