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
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
CLBTCELLEBRITE DI LTD2.05%789,966$6,841,106-1,267,833-61.61%$8.6613F
ADSKAUTODESK INC1.31%18,000$4,382,640-19,586-52.11%$243.4813F
NRDYNERDY INC0.43%418,077$1,434,004-2,806,868-87.04%$3.4313F