LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings21 positions
TAIWAN SEMICONDUCTOR MANUFAC | 319,745 | $53.1M | 14.8% | $108.80 | +49.96% | 9 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 297,500 | $49.4M | 13.8% | — | — | — | Unchanged — |
NVIDIA CORPORATION | 321,715 | $34.9M | 9.7% | $18.95 | +470.59% | 10 qtrssince 2022-Q4 | Decreased 0 |
BILL HOLDINGS INC | 662,603 | $30.4M | 8.5% | $51.19 | -10.35% | 6 qtrssince 2023-Q4 | Increased 93 |
ADVANCED MICRO DEVICES INC | 255,670 | $26.3M | 7.3% | $116.29 | -11.66% | 10 qtrssince 2022-Q4 | Increased 69 |
JFROG LTD | 640,940 | $20.5M | 5.7% | $25.24 | +26.77% | 9 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 122,002 | $20.4M | 5.7% | $104.01 | +59.14% | 7 qtrssince 2023-Q3 | Increased 76 |
GITLAB INC | 414,317 | $19.5M | 5.4% | $51.22 | -8.24% | 3 qtrssince 2024-Q3 | Increased 64 |
REDDIT INC | 176,550 | $18.5M | 5.2% | $104.90 | 0.00% | 1 qtr | New 90 |
BLACKLINE INC | 380,988 | $18.4M | 5.2% | $48.42 | 0.00% | 1 qtr | New 90 |
AMAZON COM INC | 85,851 | $16.3M | 4.6% | $141.72 | +34.25% | 8 qtrssince 2023-Q2 | Decreased 0 |
META PLATFORMS INC | 23,935 | $13.8M | 3.9% | $340.09 | +68.65% | 9 qtrssince 2023-Q1 | Decreased 0 |
CELLEBRITE DI LTD | 557,755 | $10.8M | 3.0% | $12.29 | +58.07% | 15 qtrssince 2021-Q3 | Decreased 0 |
NCINO INC | 367,537 | $10.1M | 2.8% | $27.47 | 0.00% | 1 qtr | New 75 |
ASML HLDG NV | 7,011 | $4.6M | 1.3% | $671.07 | -2.45% | 4 qtrssince 2024-Q2 | Increased 71 |
NXP SEMICONDUCTORS N V | 20,020 | $3.8M | 1.1% | $190.48 | -2.85% | 4 qtrssince 2024-Q2 | Increased 71 |
ANSYS INC | 5,359 | $1.7M | 0.5% | — | — | 2 qtrssince 2024-Q4 | Increased 53 |
SYNOPSYS INC | 3,675 | $1.6M | 0.4% | $435.85 | -1.61% | 2 qtrssince 2024-Q4 | Increased 52 |
CADENCE DESIGN SYSTEM INC | 5,911 | $1.5M | 0.4% | $260.42 | -2.34% | 2 qtrssince 2024-Q4 | Increased 52 |
APPLE INC | 6,367 | $1.4M | 0.4% | $208.63 | +5.82% | 4 qtrssince 2024-Q2 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $358.1M across 21 positions as of Q1 2025. Top holdings: TSM (14.8%), TSM puts (13.8%), NVDA (9.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 3 new positions, 12 exits, 10 increased. Top move: BILL (INCREASED, conviction 93). Portfolio: $358M across 21 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
Verify source filings on SEC EDGAR