13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000935836-23-000575
Total Value
$377.3M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 99,692 | $42.2M | 11.18% |
| 2 | GITLAB INC | GTLB | 812,881 | $41.5M | 11.01% |
| 3 | META PLATFORMS INC | META | 100,798 | $28.9M | 7.67% |
| 4 | TESLA INC | TSLA | 107,529 | $28.1M | 7.46% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 249,638 | $25.2M | 6.68% |
| 6 | INDIE SEMICONDUCTOR INC | INDI | 2,274,066 | $21.4M | 5.66% |
| 7 | MICROSOFT CORP | MSFT | 61,880 | $21.1M | 5.58% |
| 8 | SALESFORCE INC | CRM | 98,495 | $20.8M | 5.51% |
| 9 | ALPHABET INC | GOOG | 172,798 | $20.7M | 5.48% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 169,791 | $19.3M | 5.13% |
| 11 | NETFLIX INC | NFLX | 43,070 | $19.0M | 5.03% |
| 12 | JFROG LTD | FROG | 565,657 | $15.7M | 4.15% |
| 13 | CELLEBRITE DI LTD | CLBT | 2,122,754 | $15.3M | 4.05% |
| 14 | AMAZON COM INC | AMZN | 113,370 | $14.8M | 3.92% |
| 15 | NERDY INC | NRDY | 3,424,513 | $14.3M | 3.78% |
| 16 | PALO ALTO NETWORKS INC | PANW | 43,200 | $11.0M | 2.93% |
| 17 | AMPLITUDE INC | AMPL | 705,899 | $7.8M | 2.06% |
| 18 | AUTODESK INC | ADSK | 35,975 | $7.4M | 1.95% |
| 19 | CELLEBRITE DI LTD | CLBT | 1,666,667 | $2.0M | 0.54% |
| 20 | NERDY INC | NRDY | 1,300,000 | $732,875 | 0.19% |
| 21 | BRIDGETOWN HOLDINGS LTD | G1355U121 | 572,005 | $141,857 | 0.04% |