13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000935836-25-000702
Total Value
$594.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 289,095 | $80.7M | 13.58% |
| 2 | NVIDIA CORPORATION | NVDA | 276,675 | $51.6M | 8.68% |
| 3 | BILL HOLDINGS INC | BILL | 962,500 | $51.0M | 8.58% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 251,113 | $40.6M | 6.83% |
| 5 | GITLAB INC | GTLB | 850,000 | $38.3M | 6.45% |
| 6 | BROADCOM INC | AVGO | 99,305 | $32.8M | 5.51% |
| 7 | CHIME FINL INC | 16935C109 | 1,491,677 | $30.1M | 5.06% |
| 8 | ALPHABET INC | GOOG | 122,500 | $29.8M | 5.01% |
| 9 | DATADOG INC | DDOG | 207,000 | $29.5M | 4.96% |
| 10 | JFROG LTD | FROG | 579,265 | $27.4M | 4.61% |
| 11 | CONFLUENT INC | 20717M103 | 1,268,640 | $25.1M | 4.23% |
| 12 | SNOWFLAKE INC | SNOW | 99,000 | $22.3M | 3.76% |
| 13 | MONGODB INC | MDB | 68,500 | $21.3M | 3.58% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 105,000 | $18.8M | 3.16% |
| 15 | ASML HOLDING N V | ASMLF | 18,485 | $17.9M | 3.01% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 47,975 | $15.8M | 2.66% |
| 17 | SEA LTD | SE | 69,303 | $12.4M | 2.08% |
| 18 | AMAZON COM INC | AMZN | 50,033 | $11.0M | 1.85% |
| 19 | GDS HLDGS LTD | GDHLF | 244,557 | $9.5M | 1.59% |
| 20 | CELLEBRITE DI LTD | CLBT | 357,755 | $6.6M | 1.12% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 25,179 | $5.7M | 0.96% |
| 22 | APPFOLIO INC | APPF | 20,000 | $5.5M | 0.93% |
| 23 | MONDAY COM LTD | MNDY | 19,843 | $3.8M | 0.65% |
| 24 | APPLE INC | AAPL | 10,667 | $2.7M | 0.46% |
| 25 | SYNOPSYS INC | SNPS | 3,500 | $1.7M | 0.29% |
| 26 | ANALOG DEVICES INC | ADI | 6,768 | $1.7M | 0.28% |
| 27 | CADENCE DESIGN SYSTEM INC | CDNS | 2,412 | $847,239 | 0.14% |