Light Street Capital Management as of March 31, 2023
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gitlab Class A Com (GTLB) | 9.2 | $38M | 1.1M | 34.29 | |
| NVIDIA Corporation (NVDA) | 8.7 | $36M | 129k | 277.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.7 | $36M | 382k | 93.02 | |
| Advanced Micro Devices (AMD) | 8.4 | $34M | 350k | 98.01 | |
| Tesla Motors (TSLA) | 6.9 | $28M | 136k | 207.46 | |
| Sea Sponsord Ads (SE) | 6.0 | $25M | 284k | 86.55 | |
| salesforce (CRM) | 5.7 | $23M | 117k | 199.78 | |
| Twilio Cl A (TWLO) | 5.5 | $22M | 335k | 66.63 | |
| MercadoLibre (MELI) | 4.8 | $20M | 15k | 1318.06 | |
| Indie Semiconductor Class A Com (INDI) | 4.5 | $18M | 1.7M | 10.55 | |
| Cellebrite Di Ordinary Shares (CLBT) | 4.2 | $17M | 2.8M | 6.09 | |
| Microsoft Corporation (MSFT) | 4.2 | $17M | 60k | 288.30 | |
| Meta Platforms Cl A (META) | 4.1 | $17M | 79k | 211.94 | |
| Nerdy Cl A Com (NRDY) | 3.9 | $16M | 3.8M | 4.18 | |
| Jfrog Ord Shs (FROG) | 3.4 | $14M | 701k | 19.70 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.3 | $14M | 99k | 137.26 | |
| Airbnb Com Cl A (ABNB) | 2.9 | $12M | 96k | 124.40 | |
| stock | 2.6 | $11M | 111k | 95.88 | |
| Expensify Com Cl A (EXFY) | 1.7 | $6.9M | 843k | 8.15 | |
| Accel Entertainment Com Cl A1 (ACEL) | 0.9 | $3.6M | 397k | 9.11 | |
| Cellebrite Di *w Exp 08/30/202 (CLBTW) | 0.4 | $1.5M | 1.7M | 0.88 | |
| Nerdy *w Exp 08/16/202 | 0.2 | $845k | 1.3M | 0.65 | |
| Bridgetown Holdings *w Exp 09/30/202 | 0.0 | $100k | 572k | 0.18 |
