13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000935836-24-000402
Total Value
$413.5M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 78,000 | $70.5M | 17.04% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 334,870 | $45.6M | 11.02% |
| 3 | AMAZON COM INC | AMZN | 160,000 | $28.9M | 6.98% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 138,500 | $25.0M | 6.05% |
| 5 | JFROG LTD | FROG | 559,000 | $24.7M | 5.98% |
| 6 | BROADCOM INC | AVGO | 16,800 | $22.3M | 5.39% |
| 7 | META PLATFORMS INC | META | 45,500 | $22.1M | 5.34% |
| 8 | BILL HOLDINGS INC | BILL | 287,000 | $19.7M | 4.77% |
| 9 | MICROSOFT CORP | MSFT | 46,000 | $19.4M | 4.68% |
| 10 | SALESFORCE INC | CRM | 61,405 | $18.5M | 4.47% |
| 11 | ALPHABET INC | GOOG | 110,000 | $16.6M | 4.02% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 104,700 | $14.2M | 3.44% |
| 13 | MERCADOLIBRE INC | MELI | 9,024 | $13.6M | 3.30% |
| 14 | DOORDASH INC | DASH | 95,250 | $13.1M | 3.17% |
| 15 | INDIE SEMICONDUCTOR INC | INDI | 1,793,125 | $12.7M | 3.07% |
| 16 | ADOBE INC | ADBE | 19,931 | $10.1M | 2.43% |
| 17 | PROCORE TECHNOLOGIES INC | PCOR | 119,435 | $9.8M | 2.37% |
| 18 | CELLEBRITE DI LTD | CLBT | 734,966 | $8.1M | 1.97% |
| 19 | UBER TECHNOLOGIES INC | UBER | 100,705 | $7.8M | 1.88% |
| 20 | HASHICORP INC | 418100103 | 210,000 | $5.7M | 1.37% |
| 21 | CELLEBRITE DI LTD | CLBT | 1,672,591 | $3.5M | 0.85% |
| 22 | NERDY INC | NRDY | 592,454 | $1.7M | 0.42% |