Light Street Capital Management as of June 30, 2023
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 21 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.2 | $42M | 100k | 423.02 | |
| Gitlab Class A Com (GTLB) | 11.0 | $42M | 813k | 51.11 | |
| Meta Platforms Cl A (META) | 7.7 | $29M | 101k | 286.98 | |
| Tesla Motors (TSLA) | 7.5 | $28M | 108k | 261.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $25M | 250k | 100.92 | |
| Indie Semiconductor Class A Com (INDI) | 5.7 | $21M | 2.3M | 9.40 | |
| Microsoft Corporation (MSFT) | 5.6 | $21M | 62k | 340.54 | |
| salesforce (CRM) | 5.5 | $21M | 99k | 211.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $21M | 173k | 119.70 | |
| Advanced Micro Devices (AMD) | 5.1 | $19M | 170k | 113.91 | |
| Netflix (NFLX) | 5.0 | $19M | 43k | 440.49 | |
| Jfrog Ord Shs (FROG) | 4.2 | $16M | 566k | 27.70 | |
| Cellebrite Di Ordinary Shares (CLBT) | 4.1 | $15M | 2.1M | 7.20 | |
| Amazon (AMZN) | 3.9 | $15M | 113k | 130.36 | |
| Nerdy Cl A Com (NRDY) | 3.8 | $14M | 3.4M | 4.17 | |
| Palo Alto Networks (PANW) | 2.9 | $11M | 43k | 255.51 | |
| Amplitude Com Cl A (AMPL) | 2.1 | $7.8M | 706k | 11.00 | |
| Autodesk (ADSK) | 2.0 | $7.4M | 36k | 204.61 | |
| Cellebrite Di *w Exp 08/30/202 (CLBTW) | 0.5 | $2.1M | 1.7M | 1.23 | |
| Nerdy *w Exp 08/16/202 | 0.2 | $733k | 1.3M | 0.56 | |
| Bridgetown Holdings *w Exp 09/30/202 | 0.0 | $142k | 572k | 0.25 |
