LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings23 positions
NVIDIA CORPORATION | 108,500 | $47.2M | 13.9% | $18.95 | +128.90% | 4 qtrssince 2022-Q4 | Increased 63 |
GITLAB INC | 817,741 | $37M | 10.9% | $44.11 | +2.51% | 7 qtrssince 2022-Q1 | Increased 57 |
ADVANCED MICRO DEVICES INC | 225,100 | $23.1M | 6.8% | $74.51 | +37.99% | 4 qtrssince 2022-Q4 | Increased 72 |
META PLATFORMS INC | 69,978 | $21M | 6.2% | $226.18 | +31.47% | 3 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 63,933 | $20.2M | 5.9% | $252.38 | +22.25% | 17 qtrssince 2019-Q3 | Increased 58 |
ALPHABET INC | 140,133 | $18.3M | 5.4% | $118.57 | +9.32% | 2 qtrssince 2023-Q2 | Decreased 0 |
BROADCOM INC | 20,835 | $17.3M | 5.1% | $80.41 | 0.00% | 1 qtr | New 88 |
JFROG LTD | 624,937 | $15.8M | 4.7% | $20.24 | +25.32% | 3 qtrssince 2023-Q1 | Increased 58 |
TESLA INC | 63,120 | $15.8M | 4.6% | $207.46 | +19.77% | 3 qtrssince 2023-Q1 | Decreased 0 |
CELLEBRITE DI LTD | 2.1M | $15.7M | 4.6% | $9.26 | -17.39% | 9 qtrssince 2021-Q3 | Decreased 0 |
AMAZON COM INC | 119,355 | $15.2M | 4.5% | $130.20 | -2.36% | 2 qtrssince 2023-Q2 | Increased 55 |
INDIE SEMICONDUCTOR INC | 1.9M | $12M | 3.5% | $7.99 | -21.18% | 5 qtrssince 2022-Q3 | Decreased 0 |
NERDY INC | 3.2M | $11.9M | 3.5% | $144.66 | -61.63% | 9 qtrssince 2021-Q3 | Decreased 0 |
SYNOPSYS INC | 25,040 | $11.5M | 3.4% | $458.97 | 0.00% | 1 qtr | New 78 |
SALESFORCE INC | 55,555 | $11.3M | 3.3% | $141.15 | +40.98% | 5 qtrssince 2022-Q3 | Decreased 0 |
AMPLITUDE INC | 802,689 | $9.3M | 2.7% | $10.93 | +5.87% | 2 qtrssince 2023-Q2 | Increased 55 |
OKTA INC | 111,830 | $9.1M | 2.7% | $81.51 | +11.07% | 1 qtr | New 72 |
TAIWAN SEMICONDUCTOR MANUFAC | 97,464 | $8.5M | 2.5% | $88.54 | -5.70% | 3 qtrssince 2023-Q1 | Decreased 0 |
AUTODESK INC | 37,586 | $7.8M | 2.3% | $204.71 | +1.08% | 2 qtrssince 2023-Q2 | Increased 50 |
NETFLIX INC. | 15,015 | $5.7M | 1.7% | $44.05 | -14.28% | 2 qtrssince 2023-Q2 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $339.8M across 23 positions as of Q3 2023. Top holdings: NVDA (13.9%), GTLB (10.9%), AMD (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 4 new positions, exited 2, increased 8, trimmed 9. Top move: AVGO (NEW, conviction 88). Portfolio: $340M across 23 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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