LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings26 positions
NVIDIA CORPORATION | 576,198 | $71.2M | 16.4% | $18.95 | +550.24% | 7 qtrssince 2022-Q4 | Increased 94 |
TAIWAN SEMICONDUCTOR MANUFAC | 341,802 | $59.4M | 13.6% | $107.96 | +56.54% | 6 qtrssince 2023-Q1 | Increased 59 |
CELESTICA INC | 429,236 | $24.6M | 5.7% | $57.33 | 0.00% | 1 qtr | New 89 |
ADVANCED MICRO DEVICES INC | 147,976 | $24M | 5.5% | $93.31 | +73.84% | 7 qtrssince 2022-Q4 | Increased 60 |
JFROG LTD | 612,000 | $23M | 5.3% | $23.15 | +62.17% | 6 qtrssince 2023-Q1 | Increased 62 |
AMAZON COM INC | 118,000 | $22.8M | 5.2% | $141.68 | +36.40% | 5 qtrssince 2023-Q2 | Decreased 0 |
BROADCOM INC | 13,574 | $21.8M | 5.0% | $80.41 | +95.64% | 4 qtrssince 2023-Q3 | Decreased 0 |
BILL HOLDINGS INC | 392,000 | $20.6M | 4.7% | $68.79 | -23.50% | 3 qtrssince 2023-Q4 | Increased 69 |
META PLATFORMS INC | 39,500 | $19.9M | 4.6% | $226.18 | +121.27% | 6 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 106,700 | $18.5M | 4.3% | — | — | — | Increased — |
SALESFORCE INC | 71,500 | $18.4M | 4.2% | $179.73 | +40.56% | 8 qtrssince 2022-Q3 | Increased 61 |
DELL TECHNOLOGIES INC | 126,279 | $17.4M | 4.0% | $133.28 | -13.75% | 1 qtr | New 79 |
AUTODESK INC | 66,073 | $16.3M | 3.8% | $247.45 | 0.00% | 1 qtr | New 79 |
APPLE INC | 77,459 | $16.3M | 3.7% | $208.63 | 0.00% | 1 qtr | New 79 |
INDIE SEMICONDUCTOR INC | 1.8M | $11.1M | 2.5% | $7.97 | -22.54% | 8 qtrssince 2022-Q3 | Unchanged 0 |
BLOOM ENERGY CORP | 899,881 | $11M | 2.5% | $12.24 | 0.00% | 1 qtr | New 73 |
EVERPURE INC | 149,000 | $9.6M | 2.2% | $64.21 | -21.76% | 1 qtr | New 73 |
NETAPP INC | 71,372 | $9.2M | 2.1% | $123.31 | -3.72% | 1 qtr | New 72 |
NCINO INC | 227,196 | $7.1M | 1.6% | $31.45 | 0.00% | 1 qtr | New 63 |
CELLEBRITE DI LTD | 484,966 | $5.8M | 1.3% | $9.26 | +29.05% | 12 qtrssince 2021-Q3 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $435.3M across 26 positions as of Q2 2024. Top holdings: NVDA (16.4%), TSM (13.6%), CLS (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 12 new positions, 8 exits, 7 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $435M across 26 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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