13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000935836-24-000528
Total Value
$435.3M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 576,198 | $71.2M | 16.35% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 341,802 | $59.4M | 13.65% |
| 3 | CELESTICA INC | CLS | 429,236 | $24.6M | 5.65% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 147,976 | $24.0M | 5.51% |
| 5 | JFROG LTD | FROG | 612,000 | $23.0M | 5.28% |
| 6 | AMAZON COM INC | AMZN | 118,000 | $22.8M | 5.24% |
| 7 | BROADCOM INC | AVGO | 13,574 | $21.8M | 5.01% |
| 8 | BILL HOLDINGS INC | BILL | 392,000 | $20.6M | 4.74% |
| 9 | META PLATFORMS INC | META | 39,500 | $19.9M | 4.58% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 106,700 | $18.5M | 4.26% |
| 11 | SALESFORCE INC | CRM | 71,500 | $18.4M | 4.22% |
| 12 | DELL TECHNOLOGIES INC | DELL | 126,279 | $17.4M | 4.00% |
| 13 | AUTODESK INC | ADSK | 66,073 | $16.3M | 3.76% |
| 14 | APPLE INC | AAPL | 77,459 | $16.3M | 3.75% |
| 15 | INDIE SEMICONDUCTOR INC | INDI | 1,793,125 | $11.1M | 2.54% |
| 16 | BLOOM ENERGY CORP | BE | 899,881 | $11.0M | 2.53% |
| 17 | PURE STORAGE INC | 74624M102 | 149,000 | $9.6M | 2.20% |
| 18 | NETAPP INC | NTAP | 71,372 | $9.2M | 2.11% |
| 19 | NCINO INC | NCNO | 227,196 | $7.1M | 1.64% |
| 20 | CELLEBRITE DI LTD | CLBT | 484,966 | $5.8M | 1.33% |
| 21 | CELLEBRITE DI LTD | CLBT | 1,872,361 | $5.1M | 1.17% |
| 22 | NERDY INC | NRDY | 475,000 | $793,250 | 0.18% |
| 23 | NXP SEMICONDUCTORS N V | NXPI | 1,463 | $393,679 | 0.09% |
| 24 | ASML HOLDING N V | ASMLF | 334 | $341,592 | 0.08% |
| 25 | QUALCOMM INC | QCOM | 1,480 | $294,786 | 0.07% |
| 26 | MICRON TECHNOLOGY INC | MU | 1,631 | $214,525 | 0.05% |