Light Street Capital Management as of Sept. 30, 2023
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.9 | $47M | 109k | 434.99 | |
| Gitlab Class A Com (GTLB) | 10.9 | $37M | 818k | 45.22 | |
| Advanced Micro Devices (AMD) | 6.8 | $23M | 225k | 102.82 | |
| Meta Platforms Cl A (META) | 6.2 | $21M | 70k | 300.21 | |
| Microsoft Corporation (MSFT) | 5.9 | $20M | 64k | 315.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $18M | 140k | 130.86 | |
| Broadcom (AVGO) | 5.1 | $17M | 21k | 830.58 | |
| Jfrog Ord Shs (FROG) | 4.7 | $16M | 625k | 25.36 | |
| Tesla Motors (TSLA) | 4.6 | $16M | 63k | 250.22 | |
| Cellebrite Di Ordinary Shares (CLBT) | 4.6 | $16M | 2.1M | 7.65 | |
| Amazon (AMZN) | 4.5 | $15M | 119k | 127.12 | |
| Indie Semiconductor Class A Com (INDI) | 3.5 | $12M | 1.9M | 6.30 | |
| Nerdy Cl A Com (NRDY) | 3.5 | $12M | 3.2M | 3.70 | |
| Synopsys (SNPS) | 3.4 | $12M | 25k | 458.97 | |
| salesforce (CRM) | 3.3 | $11M | 56k | 202.78 | |
| Amplitude Com Cl A (AMPL) | 2.7 | $9.3M | 803k | 11.57 | |
| Okta Cl A (OKTA) | 2.7 | $9.1M | 112k | 81.51 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.5 | $8.5M | 98k | 86.90 | |
| Autodesk (ADSK) | 2.3 | $7.8M | 38k | 206.91 | |
| Netflix (NFLX) | 1.7 | $5.7M | 15k | 377.60 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.1 | $3.7M | 38k | 98.07 | |
| Cellebrite Di *w Exp 08/30/202 (CLBTW) | 0.6 | $2.2M | 1.7M | 1.30 | |
| Bridgetown Holdings *w Exp 09/30/202 | 0.1 | $195k | 572k | 0.34 |
