LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings21 positions
NVIDIA CORP | 99,692 | $42.2M | 11.2% | $16.79 | +151.20% | 3 qtrssince 2022-Q4 | Decreased 0 |
GITLAB INC | 812,881 | $41.5M | 11.0% | $44.11 | +15.88% | 6 qtrssince 2022-Q1 | Decreased 0 |
META PLATFORMS INC | 100,798 | $28.9M | 7.7% | $226.18 | +25.68% | 2 qtrssince 2023-Q1 | Increased 71 |
TESLA INC | 107,529 | $28.1M | 7.5% | $207.46 | +26.18% | 2 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR-SP ADR | 249,638 | $25.2M | 6.7% | $88.54 | +8.95% | 2 qtrssince 2023-Q1 | Decreased 0 |
INDIE SEMICONDUCTOR INC | 2.3M | $21.4M | 5.7% | $7.99 | +17.85% | 4 qtrssince 2022-Q3 | Increased 71 |
MICROSOFT CORP | 61,880 | $21.1M | 5.6% | $250.52 | +32.54% | 16 qtrssince 2019-Q3 | Increased 58 |
SALESFORCE.COM INC | 98,495 | $20.8M | 5.5% | $141.15 | +46.87% | 4 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC-CL A | 172,798 | $20.7M | 5.5% | $118.57 | 0.00% | 1 qtr | New 89 |
ADVANCED MICRO DEVICES INC | 169,791 | $19.3M | 5.1% | $65.29 | +74.46% | 3 qtrssince 2022-Q4 | Decreased 0 |
NETFLIX INC | 43,070 | $19M | 5.0% | $44.05 | 0.00% | 1 qtr | New 88 |
JFROG LTD | 565,657 | $15.7M | 4.2% | $19.70 | +40.61% | 2 qtrssince 2023-Q1 | Decreased 0 |
CELLEBRITE DI LTD | 2.1M | $15.3M | 4.1% | $9.47 | -24.39% | 8 qtrssince 2021-Q3 | Decreased 0 |
AMAZON.COM INC | 113,370 | $14.8M | 3.9% | $130.36 | 0.00% | 1 qtr | New 79 |
NERDY INC | 3.4M | $14.3M | 3.8% | $144.66 | -56.76% | 8 qtrssince 2021-Q3 | Decreased 0 |
PALO ALTO NETWORKS INC | 43,200 | $11M | 2.9% | $127.76 | -8.25% | 1 qtr | New 73 |
AMPLITUDE INC | 705,899 | $7.8M | 2.1% | $10.84 | 0.00% | 1 qtr | New 72 |
AUTODESK INC | 35,975 | $7.4M | 2.0% | $204.61 | 0.00% | 1 qtr | New 64 |
| 1.7M | $2.1M | 0.5% | — | — | — | Unchanged 0 | |
| 1.3M | $732,875 | 0.2% | — | — | — | Unchanged 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $377.3M across 21 positions as of Q2 2023. Top holdings: NVDA (11.2%), GTLB (11.0%), META (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 6 new positions, 8 exits, 3 increased. Top move: GOOGL (NEW, conviction 89). Portfolio: $377M 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
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