13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000935836-23-000701
Total Value
$339.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 108,500 | $47.2M | 13.89% |
| 2 | GITLAB INC | GTLB | 817,741 | $37.0M | 10.88% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 225,100 | $23.1M | 6.81% |
| 4 | META PLATFORMS INC | META | 69,978 | $21.0M | 6.18% |
| 5 | MICROSOFT CORP | MSFT | 63,933 | $20.2M | 5.94% |
| 6 | ALPHABET INC | GOOG | 140,133 | $18.3M | 5.40% |
| 7 | BROADCOM INC | AVGO | 20,835 | $17.3M | 5.09% |
| 8 | JFROG LTD | FROG | 624,937 | $15.8M | 4.66% |
| 9 | TESLA INC | TSLA | 63,120 | $15.8M | 4.65% |
| 10 | CELLEBRITE DI LTD | CLBT | 2,057,799 | $15.7M | 4.63% |
| 11 | AMAZON COM INC | AMZN | 119,355 | $15.2M | 4.47% |
| 12 | INDIE SEMICONDUCTOR INC | INDI | 1,896,908 | $12.0M | 3.52% |
| 13 | NERDY INC | NRDY | 3,224,945 | $11.9M | 3.51% |
| 14 | SYNOPSYS INC | SNPS | 25,040 | $11.5M | 3.38% |
| 15 | SALESFORCE INC | CRM | 55,555 | $11.3M | 3.32% |
| 16 | AMPLITUDE INC | AMPL | 802,689 | $9.3M | 2.73% |
| 17 | OKTA INC | OKTA | 111,830 | $9.1M | 2.68% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 97,464 | $8.5M | 2.49% |
| 19 | AUTODESK INC | ADSK | 37,586 | $7.8M | 2.29% |
| 20 | NETFLIX INC | NFLX | 15,015 | $5.7M | 1.67% |
| 21 | PDD HOLDINGS INC | PDD | 38,235 | $3.7M | 1.10% |
| 22 | CELLEBRITE DI LTD | CLBT | 1,666,667 | $2.2M | 0.64% |
| 23 | BRIDGETOWN HOLDINGS LTD | G1355U121 | 572,005 | $194,482 | 0.06% |