13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000935836-23-000416
Total Value
$410.0M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GITLAB INC | GTLB | 1,102,314 | $37.8M | 9.22% |
| 2 | NVIDIA CORPORATION | NVDA | 128,892 | $35.8M | 8.73% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 381,489 | $35.5M | 8.66% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 349,984 | $34.3M | 8.37% |
| 5 | TESLA INC | TSLA | 136,322 | $28.3M | 6.90% |
| 6 | SEA LTD | SE | 284,263 | $24.6M | 6.00% |
| 7 | SALESFORCE INC | CRM | 116,800 | $23.3M | 5.69% |
| 8 | TWILIO INC | TWLO | 335,431 | $22.3M | 5.45% |
| 9 | MERCADOLIBRE INC | MELI | 14,777 | $19.5M | 4.75% |
| 10 | INDIE SEMICONDUCTOR INC | INDI | 1,733,415 | $18.3M | 4.46% |
| 11 | CELLEBRITE DI LTD | CLBT | 2,843,125 | $17.3M | 4.22% |
| 12 | MICROSOFT CORP | MSFT | 59,863 | $17.3M | 4.21% |
| 13 | META PLATFORMS INC | META | 78,766 | $16.7M | 4.07% |
| 14 | NERDY INC | NRDY | 3,849,857 | $16.1M | 3.93% |
| 15 | JFROG LTD | FROG | 700,460 | $13.8M | 3.37% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 98,847 | $13.6M | 3.31% |
| 17 | AIRBNB INC | ABNB | 96,178 | $12.0M | 2.92% |
| 18 | SPLUNK INC | 848637104 | 111,216 | $10.7M | 2.60% |
| 19 | EXPENSIFY INC | EXFY | 842,678 | $6.9M | 1.68% |
| 20 | ACCEL ENTERTAINMENT INC | ACEL | 397,292 | $3.6M | 0.88% |
| 21 | CELLEBRITE DI LTD | CLBT | 1,666,667 | $1.5M | 0.36% |
| 22 | NERDY INC | NRDY | 1,300,000 | $845,000 | 0.21% |
| 23 | BRIDGETOWN HOLDINGS LTD | G1355U121 | 572,005 | $100,244 | 0.02% |