LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings26 positions
GITLAB INC | 536,785 | $24.4M | 9.1% | $54.45 | -16.55% | 4 qtrssince 2022-Q1 | Unchanged 0 |
ADVANCED MICRO DEVICES INC | 344,494 | $22.3M | 8.3% | $64.77 | 0.00% | 1 qtr | New 89 |
ASML HLDG NV | 35,818 | $19.6M | 7.3% | $400.99 | +31.95% | 2 qtrssince 2022-Q3 | Decreased 0 |
NETFLIX INC. | 65,530 | $19.3M | 7.2% | $29.49 | 0.00% | 1 qtr | New 89 |
CELLEBRITE DI LTD | 4M | $17.6M | 6.6% | $9.26 | -52.92% | 6 qtrssince 2021-Q3 | Decreased 0 |
MICROSOFT CORP | 67,580 | $16.2M | 6.0% | $247.77 | -6.06% | 14 qtrssince 2019-Q3 | Increased 83 |
INTUIT | 41,290 | $16.1M | 6.0% | $376.28 | +14.78% | 1 qtr | New 88 |
SALESFORCE INC | 119,286 | $15.8M | 5.9% | $141.15 | -7.82% | 2 qtrssince 2022-Q3 | Decreased 0 |
NVIDIA CORPORATION | 107,055 | $15.6M | 5.8% | $14.57 | 0.00% | 1 qtr | New 88 |
DATADOG INC | 195,371 | $14.4M | 5.4% | $118.62 | -38.04% | 7 qtrssince 2021-Q2 | Decreased 0 |
ACCEL ENTERTAINMENT INC | 1.9M | $14.3M | 5.3% | $10.14 | -24.04% | 11 qtrssince 2020-Q2 | Decreased 0 |
EXPENSIFY INC | 1.3M | $11.9M | 4.4% | $37.23 | -76.28% | 5 qtrssince 2021-Q4 | Decreased 0 |
NERDY INC | 4.9M | $11M | 4.1% | $144.66 | -76.67% | 6 qtrssince 2021-Q3 | Increased 52 |
WORKDAY INC | 65,144 | $10.9M | 4.1% | $167.33 | 0.00% | 1 qtr | New 78 |
INDIE SEMICONDUCTOR INC | 1.7M | $9.9M | 3.7% | $7.49 | -22.14% | 2 qtrssince 2022-Q3 | Increased 53 |
SNOWFLAKE INC | 56,700 | $8.1M | 3.0% | $143.54 | 0.00% | 1 qtr | New 77 |
DOCGO INC | 1.1M | $7.6M | 2.8% | $9.04 | -4.98% | 5 qtrssince 2021-Q4 | Decreased 0 |
SPLUNK INC | 68,000 | $5.9M | 2.2% | — | — | 4 qtrssince 2022-Q1 | Decreased 0 |
COUPANG INC | 207,224 | $3M | 1.1% | $16.67 | -11.76% | 2 qtrssince 2022-Q3 | Decreased 0 |
| 1.7M | $1M | 0.4% | — | — | — | Unchanged 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $268.2M across 26 positions as of Q4 2022. Top holdings: GTLB (9.1%), AMD (8.3%), ASML (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 7 new positions, 11 exits, 3 increased. Top move: AMD (NEW, conviction 89). Portfolio: $268M 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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