LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings30 positions
TAIWAN SEMICONDUCTOR-SP ADR | 341,154 | $67.4M | 12.4% | $108.80 | +77.71% | 8 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR-SP ADR | 297,500 | $58.8M | 10.8% | — | — | — | Increased — |
NVIDIA CORP | 419,310 | $56.3M | 10.3% | $18.95 | +606.93% | 9 qtrssince 2022-Q4 | Decreased 0 |
FACEBOOK INC-CLASS A | 53,647 | $31.4M | 5.8% | $340.09 | +71.18% | 8 qtrssince 2023-Q1 | Increased 78 |
MARVELL TECHNOLOGY INC | 269,646 | $29.8M | 5.5% | $109.92 | -44.23% | 1 qtr | New 90 |
ADVANCED MICRO DEVICES | 212,739 | $25.7M | 4.7% | $119.03 | +1.48% | 9 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 112,000 | $24.6M | 4.5% | $141.72 | +54.81% | 7 qtrssince 2023-Q2 | Decreased 0 |
CELESTICA INC | 246,080 | $22.7M | 4.2% | $57.33 | +61.00% | 3 qtrssince 2024-Q2 | Decreased 0 |
JFROG LTD | 765,018 | $22.5M | 4.1% | $25.24 | +16.51% | 8 qtrssince 2023-Q1 | Decreased 0 |
GITLAB INC | 376,803 | $21.2M | 3.9% | $51.64 | +9.12% | 2 qtrssince 2024-Q3 | Increased 54 |
BROADCOM INC | 88,172 | $20.4M | 3.8% | $80.41 | +184.19% | 6 qtrssince 2023-Q3 | Decreased 0 |
GDS HOLDINGS LTD - ADR | 785,156 | $18.7M | 3.4% | $23.76 | 0.00% | 1 qtr | New 79 |
SALESFORCE.COM INC | 50,255 | $16.8M | 3.1% | $180.24 | +46.92% | 10 qtrssince 2022-Q3 | Increased 53 |
MOBILEYE GLOBAL INC | 766,892 | $15.3M | 2.8% | $20.07 | -24.71% | 1 qtr | New 74 |
AUTODESK INC | 50,956 | $15.1M | 2.8% | $247.45 | +5.80% | 3 qtrssince 2024-Q2 | Decreased 0 |
MERCADOLIBRE INC | 7,941 | $13.5M | 2.5% | $1,700.44 | 0.00% | 1 qtr | New 73 |
APPLE INC | 52,849 | $13.2M | 2.4% | $208.63 | +19.17% | 3 qtrssince 2024-Q2 | Decreased 0 |
BILL.COM HOLDINGS INC | 153,351 | $13M | 2.4% | $68.79 | +23.15% | 5 qtrssince 2023-Q4 | Decreased 0 |
CELLEBRITE DI LTD | 578,235 | $12.7M | 2.3% | $12.42 | +77.27% | 14 qtrssince 2021-Q3 | Decreased 0 |
WORKDAY INC-CLASS A | 44,768 | $11.6M | 2.1% | $262.00 | -8.97% | 1 qtr | New 73 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $544.6M across 30 positions as of Q4 2024. Top holdings: TSM (12.4%), TSM puts (10.8%), NVDA (10.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 11 new positions, 3 exits, 6 increased. Top move: MRVL (NEW, conviction 90). Portfolio: $545M across 30 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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