13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000180
Total Value
$544.6M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 341,154 | $67.4M | 12.37% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 297,500 | $58.8M | 10.79% |
| 3 | NVIDIA CORPORATION | NVDA | 419,310 | $56.3M | 10.34% |
| 4 | META PLATFORMS INC | META | 53,647 | $31.4M | 5.77% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 269,646 | $29.8M | 5.47% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 212,739 | $25.7M | 4.72% |
| 7 | AMAZON COM INC | AMZN | 112,000 | $24.6M | 4.51% |
| 8 | CELESTICA INC | CLS | 246,080 | $22.7M | 4.17% |
| 9 | JFROG LTD | FROG | 765,018 | $22.5M | 4.13% |
| 10 | GITLAB INC | GTLB | 376,803 | $21.2M | 3.90% |
| 11 | BROADCOM INC | AVGO | 88,172 | $20.4M | 3.75% |
| 12 | GDS HLDGS LTD | GDHLF | 785,156 | $18.7M | 3.43% |
| 13 | SALESFORCE INC | CRM | 50,255 | $16.8M | 3.09% |
| 14 | MOBILEYE GLOBAL INC | MBLY | 766,892 | $15.3M | 2.81% |
| 15 | AUTODESK INC | ADSK | 50,956 | $15.1M | 2.77% |
| 16 | MERCADOLIBRE INC | MELI | 7,941 | $13.5M | 2.48% |
| 17 | APPLE INC | AAPL | 52,849 | $13.2M | 2.43% |
| 18 | BILL HOLDINGS INC | BILL | 153,351 | $13.0M | 2.39% |
| 19 | CELLEBRITE DI LTD | CLBT | 578,235 | $12.7M | 2.34% |
| 20 | WORKDAY INC | WDAY | 44,768 | $11.6M | 2.12% |
| 21 | ALPHABET INC | GOOG | 60,296 | $11.4M | 2.10% |
| 22 | INDIE SEMICONDUCTOR INC | INDI | 2,338,469 | $9.5M | 1.74% |
| 23 | ZSCALER INC | ZS | 33,215 | $6.0M | 1.10% |
| 24 | GE VERNOVA INC | GEV | 16,895 | $5.6M | 1.02% |
| 25 | NXP SEMICONDUCTORS N V | NXPI | 1,600 | $332,560 | 0.06% |
| 26 | ASML HOLDING N V | ASMLF | 448 | $310,500 | 0.06% |
| 27 | CADENCE DESIGN SYSTEM INC | CDNS | 780 | $234,359 | 0.04% |
| 28 | ANSYS INC | 03662Q105 | 690 | $232,758 | 0.04% |
| 29 | CONSTELLATION ENERGY CORP | CEG | 1,037 | $231,987 | 0.04% |
| 30 | SYNOPSYS INC | SNPS | 455 | $220,839 | 0.04% |