LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings30 positions
GITLAB INC | 536,785 | $27.5M | 7.0% | — | — | — | Unchanged 0 |
Datadog Inc | 303,198 | $26.9M | 6.8% | — | — | — | Decreased 0 |
Cellebrite DI Ltd | 6.7M | $26.1M | 6.6% | — | — | — | Decreased 0 |
EXPENSIFY INC | 1.6M | $23.9M | 6.1% | — | — | — | Decreased 0 |
Tesla Inc | 87,401 | $23.2M | 5.9% | — | — | — | Increased 90 |
ACCEL ENTERTAINMENT INC | 2.9M | $22.4M | 5.7% | — | — | — | Decreased 0 |
Splunk Inc | 272,529 | $20.5M | 5.2% | — | — | — | Decreased 0 |
GOODRX HLDGS INC | 4.2M | $19.6M | 5.0% | — | — | — | Decreased 0 |
salesforce.com Inc | 135,563 | $19.5M | 5.0% | — | — | — | New 80 |
ASML Holding NV | 45,020 | $18.7M | 4.8% | — | — | — | New 79 |
AppLovin Corp | 950,664 | $18.5M | 4.7% | — | — | — | Decreased 0 |
Albemarle Corp | 69,588 | $18.4M | 4.7% | — | — | — | New 79 |
ForgeRock Inc | 1.1M | $16.2M | 4.1% | — | — | — | Decreased 0 |
Confluent Inc | 593,870 | $14.1M | 3.6% | — | — | — | Decreased 0 |
DOCGO INC | 1.4M | $13.7M | 3.5% | — | — | — | Decreased 0 |
Coupang Inc | 753,827 | $12.6M | 3.2% | — | — | — | New 78 |
INDIE SEMICONDUCTOR INC | 1.7M | $12.1M | 3.1% | — | — | — | New 78 |
Crowdstrike Holdings Inc | 65,480 | $10.8M | 2.7% | — | — | — | Decreased 0 |
NERDY INC | 4.9M | $10.3M | 2.6% | — | — | — | Decreased 0 |
Microsoft Corp | 38,727 | $9M | 2.3% | — | — | — | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $393.2M across 30 positions as of Q3 2022. Top holdings: GTLB (7.0%), DDOG (6.8%), CLBT (6.6%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR