13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000935836-24-000708
Total Value
$422.6M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 573,690 | $69.7M | 16.49% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 346,504 | $60.2M | 14.24% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 232,458 | $38.1M | 9.03% |
| 4 | JFROG LTD | FROG | 948,515 | $27.5M | 6.52% |
| 5 | BROADCOM INC | AVGO | 130,900 | $22.6M | 5.34% |
| 6 | AMAZON COM INC | AMZN | 118,107 | $22.0M | 5.21% |
| 7 | META PLATFORMS INC | META | 36,480 | $20.9M | 4.94% |
| 8 | BILL HOLDINGS INC | BILL | 373,366 | $19.7M | 4.66% |
| 9 | GITLAB INC | GTLB | 368,955 | $19.0M | 4.50% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 106,700 | $18.5M | 4.39% |
| 11 | AUTODESK INC | ADSK | 65,113 | $17.9M | 4.24% |
| 12 | APPLE INC | AAPL | 65,517 | $15.3M | 3.61% |
| 13 | BLOOM ENERGY CORP | BE | 1,366,994 | $14.4M | 3.42% |
| 14 | SALESFORCE INC | CRM | 50,083 | $13.7M | 3.24% |
| 15 | CELLEBRITE DI LTD | CLBT | 808,235 | $13.6M | 3.22% |
| 16 | CELESTICA INC | CLS | 252,675 | $12.9M | 3.06% |
| 17 | NCINO INC | NCNO | 249,968 | $7.9M | 1.87% |
| 18 | INDIE SEMICONDUCTOR INC | INDI | 1,793,125 | $7.2M | 1.69% |
| 19 | GE VERNOVA INC | GEV | 1,950 | $497,211 | 0.12% |
| 20 | NXP SEMICONDUCTORS N V | NXPI | 1,825 | $438,018 | 0.10% |
| 21 | ASML HOLDING N V | ASMLF | 320 | $266,640 | 0.06% |
| 22 | MICRON TECHNOLOGY INC | MU | 2,000 | $207,420 | 0.05% |