13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000935836-23-000228
Total Value
$268.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GITLAB INC | GTLB | 536,785 | $24.4M | 9.09% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 344,494 | $22.3M | 8.32% |
| 3 | ASML HOLDING N V | ASMLF | 35,818 | $19.6M | 7.30% |
| 4 | NETFLIX INC | NFLX | 65,530 | $19.3M | 7.20% |
| 5 | CELLEBRITE DI LTD | CLBT | 4,044,327 | $17.6M | 6.57% |
| 6 | MICROSOFT CORP | MSFT | 67,580 | $16.2M | 6.04% |
| 7 | INTUIT | INTU | 41,290 | $16.1M | 5.99% |
| 8 | SALESFORCE INC | CRM | 119,286 | $15.8M | 5.90% |
| 9 | NVIDIA CORPORATION | NVDA | 107,055 | $15.6M | 5.83% |
| 10 | DATADOG INC | DDOG | 195,371 | $14.4M | 5.35% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 1,853,940 | $14.3M | 5.32% |
| 12 | EXPENSIFY INC | EXFY | 1,349,211 | $11.9M | 4.44% |
| 13 | NERDY INC | NRDY | 4,902,752 | $11.0M | 4.11% |
| 14 | WORKDAY INC | WDAY | 65,144 | $10.9M | 4.06% |
| 15 | INDIE SEMICONDUCTOR INC | INDI | 1,699,638 | $9.9M | 3.69% |
| 16 | SNOWFLAKE INC | SNOW | 56,700 | $8.1M | 3.03% |
| 17 | DOCGO INC | DCGO | 1,076,922 | $7.6M | 2.84% |
| 18 | SPLUNK INC | 848637104 | 68,000 | $5.9M | 2.18% |
| 19 | COUPANG INC | CPNG | 207,224 | $3.0M | 1.14% |
| 20 | CELLEBRITE DI LTD | CLBT | 1,666,667 | $1.0M | 0.39% |
| 21 | BILL COM HLDGS INC | BILL | 8,950 | $975,192 | 0.36% |
| 22 | UBER TECHNOLOGIES INC | UBER | 35,643 | $881,451 | 0.33% |
| 23 | ALPHABET INC | GOOG | 9,088 | $801,834 | 0.30% |
| 24 | NERDY INC | NRDY | 1,300,000 | $299,000 | 0.11% |
| 25 | ROVER GROUP INC | 77936F103 | 46,044 | $168,981 | 0.06% |
| 26 | BRIDGETOWN HOLDINGS LTD | G1355U121 | 572,005 | $65,781 | 0.02% |