13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000935836-25-000378
Total Value
$358.1M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 319,745 | $53.1M | 14.82% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 297,500 | $49.4M | 13.79% |
| 3 | NVIDIA CORPORATION | NVDA | 321,715 | $34.9M | 9.74% |
| 4 | BILL HOLDINGS INC | BILL | 662,603 | $30.4M | 8.49% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 255,670 | $26.3M | 7.34% |
| 6 | JFROG LTD | FROG | 640,940 | $20.5M | 5.73% |
| 7 | BROADCOM INC | AVGO | 122,002 | $20.4M | 5.70% |
| 8 | GITLAB INC | GTLB | 414,317 | $19.5M | 5.44% |
| 9 | REDDIT INC | RDDT | 176,550 | $18.5M | 5.17% |
| 10 | BLACKLINE INC | BL | 380,988 | $18.4M | 5.15% |
| 11 | AMAZON COM INC | AMZN | 85,851 | $16.3M | 4.56% |
| 12 | META PLATFORMS INC | META | 23,935 | $13.8M | 3.85% |
| 13 | CELLEBRITE DI LTD | CLBT | 557,755 | $10.8M | 3.03% |
| 14 | NCINO INC | NCNO | 367,537 | $10.1M | 2.82% |
| 15 | ASML HOLDING N V | ASMLF | 7,011 | $4.6M | 1.30% |
| 16 | NXP SEMICONDUCTORS N V | NXPI | 20,020 | $3.8M | 1.06% |
| 17 | ANSYS INC | 03662Q105 | 5,359 | $1.7M | 0.47% |
| 18 | SYNOPSYS INC | SNPS | 3,675 | $1.6M | 0.44% |
| 19 | CADENCE DESIGN SYSTEM INC | CDNS | 5,911 | $1.5M | 0.42% |
| 20 | APPLE INC | AAPL | 6,367 | $1.4M | 0.39% |
| 21 | CONSTELLATION ENERGY CORP | CEG | 5,091 | $1.0M | 0.29% |