LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings22 positions
NVIDIA Corp | 573,690 | $69.7M | 16.5% | $18.95 | +539.25% | 8 qtrssince 2022-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 346,504 | $60.2M | 14.2% | $108.80 | +55.78% | 7 qtrssince 2023-Q1 | Increased 59 |
Advanced Micro Devices Inc | 232,458 | $38.1M | 9.0% | $119.03 | +37.85% | 8 qtrssince 2022-Q4 | Increased 81 |
JFROG LTD | 948,515 | $27.5M | 6.5% | $25.24 | +15.04% | 7 qtrssince 2023-Q1 | Increased 80 |
Broadcom Inc | 130,900 | $22.6M | 5.3% | $80.41 | +110.89% | 5 qtrssince 2023-Q3 | Increased 90 |
Amazon.com Inc | 118,107 | $22M | 5.2% | $141.72 | +31.48% | 6 qtrssince 2023-Q2 | Increased 56 |
Facebook Inc | 36,480 | $20.9M | 4.9% | $226.18 | +151.45% | 7 qtrssince 2023-Q1 | Decreased 0 |
Bill.Com Holdings Inc | 373,366 | $19.7M | 4.7% | $68.79 | -23.30% | 4 qtrssince 2023-Q4 | Decreased 0 |
GITLAB INC | 368,955 | $19M | 4.5% | $51.54 | 0.00% | 1 qtr | New 79 |
Taiwan Semiconductor Manufactu | 106,700 | $18.5M | 4.4% | — | — | — | Unchanged — |
Autodesk Inc | 65,113 | $17.9M | 4.2% | $247.45 | +11.33% | 2 qtrssince 2024-Q2 | Decreased 0 |
Apple Inc | 65,517 | $15.3M | 3.6% | $208.63 | +10.75% | 2 qtrssince 2024-Q2 | Decreased 0 |
BLOOM ENERGY CORP | 1.4M | $14.4M | 3.4% | $11.67 | -9.48% | 2 qtrssince 2024-Q2 | Increased 73 |
salesforce.com Inc | 50,083 | $13.7M | 3.2% | $179.73 | +50.10% | 9 qtrssince 2022-Q3 | Decreased 0 |
Cellebrite DI Ltd | 808,235 | $13.6M | 3.2% | $12.42 | +35.65% | 13 qtrssince 2021-Q3 | Increased 77 |
Celestica Inc | 252,675 | $12.9M | 3.1% | $57.33 | -10.83% | 2 qtrssince 2024-Q2 | Decreased 0 |
NCINO INC | 249,968 | $7.9M | 1.9% | $31.46 | +0.40% | 2 qtrssince 2024-Q2 | Increased 49 |
INDIE SEMICONDUCTOR INC | 1.8M | $7.2M | 1.7% | $7.97 | -47.65% | 9 qtrssince 2022-Q3 | Unchanged 0 |
GE Vernova LLC | 1,950 | $497,211 | 0.1% | $253.91 | 0.00% | 1 qtr | New 41 |
NXP Semiconductors NV | 1,825 | $438,018 | 0.1% | $253.04 | -8.52% | 2 qtrssince 2024-Q2 | Increased 36 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $422.6M across 22 positions as of Q3 2024. Top holdings: NVDA (16.5%), TSM (14.2%), AMD (9.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 2 new positions, 6 exits, 10 increased. Top move: AVGO (INCREASED, conviction 90). Portfolio: $423M across 22 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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