13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000935836-25-000532
Total Value
$489.5M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 358,757 | $81.3M | 16.60% |
| 2 | NVIDIA CORPORATION | NVDA | 352,582 | $55.7M | 11.38% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 292,788 | $41.5M | 8.49% |
| 4 | BROADCOM INC | AVGO | 122,471 | $33.8M | 6.90% |
| 5 | BILL HOLDINGS INC | BILL | 639,820 | $29.6M | 6.05% |
| 6 | JFROG LTD | FROG | 608,770 | $26.7M | 5.46% |
| 7 | CELESTICA INC | CLS | 169,252 | $26.4M | 5.40% |
| 8 | CHIME FINL INC | 16935C109 | 693,530 | $23.9M | 4.89% |
| 9 | GDS HLDGS LTD | GDHLF | 714,582 | $21.8M | 4.46% |
| 10 | GITLAB INC | GTLB | 474,415 | $21.4M | 4.37% |
| 11 | META PLATFORMS INC | META | 26,905 | $19.9M | 4.06% |
| 12 | SEA LTD | SE | 120,630 | $19.3M | 3.94% |
| 13 | AMAZON COM INC | AMZN | 84,784 | $18.6M | 3.80% |
| 14 | NETFLIX INC | NFLX | 11,539 | $15.5M | 3.16% |
| 15 | BLACKLINE INC | BL | 257,518 | $14.6M | 2.98% |
| 16 | CELLEBRITE DI LTD | CLBT | 552,755 | $8.8M | 1.81% |
| 17 | MERCADOLIBRE INC | MELI | 3,049 | $8.0M | 1.63% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 22,890 | $5.0M | 1.02% |
| 19 | ASML HOLDING N V | ASMLF | 5,511 | $4.4M | 0.90% |
| 20 | NCINO INC | NCNO | 150,820 | $4.2M | 0.86% |
| 21 | SYNOPSYS INC | SNPS | 3,704 | $1.9M | 0.39% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 5,956 | $1.8M | 0.37% |
| 23 | APPLE INC | AAPL | 8,276 | $1.7M | 0.35% |
| 24 | ANALOG DEVICES INC | ADI | 6,070 | $1.4M | 0.30% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 4,277 | $1.4M | 0.28% |
| 26 | ANSYS INC | 03662Q105 | 2,463 | $865,055 | 0.18% |