LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings22 positions
NVIDIA CORPORATION | 78,000 | $70.5M | 17.0% | $18.95 | +375.54% | 6 qtrssince 2022-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 334,870 | $45.6M | 11.0% | $106.70 | +23.59% | 5 qtrssince 2023-Q1 | Increased 78 |
AMAZON COM INC | 160,000 | $28.9M | 7.0% | $141.68 | +27.32% | 4 qtrssince 2023-Q2 | Increased 70 |
ADVANCED MICRO DEVICES INC | 138,500 | $25M | 6.0% | $88.60 | +103.72% | 6 qtrssince 2022-Q4 | Decreased 0 |
JFROG LTD | 559,000 | $24.7M | 6.0% | $21.79 | +102.94% | 5 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 16,800 | $22.3M | 5.4% | $80.41 | +60.99% | 3 qtrssince 2023-Q3 | Decreased 0 |
META PLATFORMS INC | 45,500 | $22.1M | 5.3% | $226.18 | +112.88% | 5 qtrssince 2023-Q1 | Decreased 0 |
BILL HOLDINGS INC | 287,000 | $19.7M | 4.8% | $74.70 | -8.01% | 2 qtrssince 2023-Q4 | Increased 85 |
MICROSOFT CORP | 46,000 | $19.4M | 4.7% | $252.38 | +74.03% | 19 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE INC | 61,405 | $18.5M | 4.5% | $167.74 | +76.42% | 7 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC | 110,000 | $16.6M | 4.0% | $149.51 | 0.00% | 1 qtr | New 79 |
TAIWAN SEMICONDUCTOR MANUFAC | 104,700 | $14.2M | 3.4% | — | — | — | New — |
MERCADOLIBRE INC | 9,024 | $13.6M | 3.3% | $1,566.10 | -3.46% | 2 qtrssince 2023-Q4 | Increased 58 |
DOORDASH INC | 95,250 | $13.1M | 3.2% | $137.72 | -21.01% | 1 qtr | New 78 |
INDIE SEMICONDUCTOR INC | 1.8M | $12.7M | 3.1% | $7.97 | -11.12% | 7 qtrssince 2022-Q3 | Increased 54 |
ADOBE INC | 19,931 | $10.1M | 2.4% | $504.60 | +10.10% | 1 qtr | New 73 |
PROCORE TECHNOLOGIES INC | 119,435 | $9.8M | 2.4% | $69.22 | -4.20% | 2 qtrssince 2023-Q4 | Decreased 0 |
CELLEBRITE DI LTD | 734,966 | $8.1M | 2.0% | $9.26 | +19.65% | 11 qtrssince 2021-Q3 | Decreased 0 |
UBER TECHNOLOGIES INC | 100,705 | $7.8M | 1.9% | $76.99 | -5.60% | 1 qtr | New 64 |
HASHICORP INC | 210,000 | $5.7M | 1.4% | — | — | 1 qtr | New 63 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $413.5M across 22 positions as of Q1 2024. Top holdings: NVDA (17.0%), TSM (11.0%), AMZN (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 5 new positions, exited 5, increased 7, trimmed 9. Top move: BILL (INCREASED, conviction 85). Portfolio: $413M across 22 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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