LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings21 positions
NVIDIA CORP | 99,000 | $49M | 14.7% | $18.95 | +160.62% | 5 qtrssince 2022-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 279,000 | $41.1M | 12.3% | $88.60 | +66.39% | 5 qtrssince 2022-Q4 | Increased 70 |
JFROG LTD | 700,613 | $24.2M | 7.3% | $21.79 | +58.84% | 4 qtrssince 2023-Q1 | Increased 63 |
TAIWAN SEMICONDUCTOR MANUFAC | 231,100 | $24M | 7.2% | $95.40 | +5.24% | 4 qtrssince 2023-Q1 | Increased 91 |
AMAZON.COM INC | 126,500 | $19.2M | 5.8% | $131.43 | +15.61% | 3 qtrssince 2023-Q2 | Increased 59 |
SALESFORCE.COM INC | 71,888 | $18.9M | 5.7% | $167.74 | +53.93% | 6 qtrssince 2022-Q3 | Increased 70 |
BROADCOM INC | 16,807 | $18.8M | 5.6% | $80.41 | +35.01% | 2 qtrssince 2023-Q3 | Decreased 0 |
MICROSOFT CORP | 46,997 | $17.7M | 5.3% | $252.38 | +45.88% | 18 qtrssince 2019-Q3 | Decreased 0 |
FACEBOOK INC-CLASS A | 49,500 | $17.5M | 5.2% | $226.18 | +55.01% | 4 qtrssince 2023-Q1 | Decreased 0 |
GITLAB INC | 239,200 | $15.1M | 4.5% | $44.11 | +42.72% | 8 qtrssince 2022-Q1 | Decreased 0 |
INDIE SEMICONDUCTOR INC | 1.7M | $14.1M | 4.2% | $7.99 | +1.46% | 6 qtrssince 2022-Q3 | Decreased 0 |
MERCADOLIBRE INC | 8,200 | $12.9M | 3.9% | $1,571.54 | 0.00% | 1 qtr | New 78 |
PINDUODUO INC-ADR | 87,000 | $12.7M | 3.8% | $125.11 | -7.08% | 2 qtrssince 2023-Q3 | Increased 84 |
PROCORE TECHNOLOGIES INC | 161,000 | $11.1M | 3.3% | $69.22 | 0.00% | 1 qtr | New 78 |
BILL.COM HOLDINGS INC | 133,400 | $10.9M | 3.3% | $81.59 | 0.00% | 1 qtr | New 78 |
CAMTEK LTD | 101,500 | $7M | 2.1% | $68.26 | +20.74% | 1 qtr | New 72 |
CELLEBRITE DI LTD | 789,966 | $6.8M | 2.0% | $9.47 | -8.55% | 10 qtrssince 2021-Q3 | Decreased 0 |
LI AUTO INC - ADR | 117,692 | $4.4M | 1.3% | $37.43 | -19.10% | 1 qtr | New 62 |
AUTODESK INC | 18,000 | $4.4M | 1.3% | $204.71 | +18.94% | 3 qtrssince 2023-Q2 | Decreased 0 |
| 1.7M | $2.5M | 0.7% | — | — | — | Increased 38 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $333.9M across 21 positions as of Q4 2023. Top holdings: NVDA (14.7%), AMD (12.3%), FROG (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 5 new positions, 7 exits, 7 increased. Top move: TSM (INCREASED, conviction 91). Portfolio: $334M across 21 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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