LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings23 positions
GITLAB INC | 1.1M | $37.8M | 9.2% | $44.11 | -22.26% | 5 qtrssince 2022-Q1 | Increased 92 |
NVIDIA CORPORATION | 128,892 | $35.8M | 8.7% | $16.79 | +64.93% | 2 qtrssince 2022-Q4 | Increased 68 |
TAIWAN SEMICONDUCTOR MANUFAC | 381,489 | $35.5M | 8.7% | $88.54 | 0.00% | 1 qtr | New 90 |
ADVANCED MICRO DEVICES INC | 349,984 | $34.3M | 8.4% | $65.29 | +50.11% | 2 qtrssince 2022-Q4 | Increased 58 |
TESLA INC | 136,322 | $28.3M | 6.9% | $207.46 | 0.00% | 1 qtr | New 90 |
SEA LTD | 284,263 | $24.6M | 6.0% | $86.55 | 0.00% | 1 qtr | New 89 |
SALESFORCE INC | 116,800 | $23.3M | 5.7% | $141.15 | +38.89% | 3 qtrssince 2022-Q3 | Decreased 0 |
TWILIO INC | 335,431 | $22.3M | 5.5% | $66.63 | -4.52% | 1 qtr | New 89 |
MERCADOLIBRE INC | 14,777 | $19.5M | 4.8% | $1,318.06 | 0.00% | 1 qtr | New 80 |
INDIE SEMICONDUCTOR INC | 1.7M | $18.3M | 4.5% | $7.55 | +40.69% | 3 qtrssince 2022-Q3 | Increased 54 |
CELLEBRITE DI LTD | 2.8M | $17.3M | 4.2% | $9.26 | -34.23% | 7 qtrssince 2021-Q3 | Decreased 0 |
MICROSOFT CORP | 59,863 | $17.3M | 4.2% | $247.77 | +13.21% | 15 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 78,766 | $16.7M | 4.1% | $209.93 | 0.00% | 1 qtr | New 79 |
NERDY INC | 3.8M | $16.1M | 3.9% | $144.66 | -56.66% | 7 qtrssince 2021-Q3 | Decreased 0 |
JFROG LTD | 700,460 | $13.8M | 3.4% | $19.70 | 0.00% | 1 qtr | New 79 |
CROWDSTRIKE HLDGS INC | 98,847 | $13.6M | 3.3% | $34.32 | +7.00% | 1 qtr | New 79 |
AIRBNB INC | 96,178 | $12M | 2.9% | $124.40 | +3.02% | 1 qtr | New 73 |
SPLUNK INC | 111,216 | $10.7M | 2.6% | — | — | 5 qtrssince 2022-Q1 | Increased 70 |
EXPENSIFY INC | 842,678 | $6.9M | 1.7% | $37.23 | -78.57% | 6 qtrssince 2021-Q4 | Decreased 0 |
ACCEL ENTERTAINMENT INC | 397,292 | $3.6M | 0.9% | $10.14 | +4.17% | 12 qtrssince 2020-Q2 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $410M across 23 positions as of Q1 2023. Top holdings: GTLB (9.2%), NVDA (8.7%), TSM (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 9 new positions, 12 exits, 5 increased. Top move: GTLB (INCREASED, conviction 92). Portfolio: $410M across 23 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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