Light Street Capital Management as of Dec. 31, 2023
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.7 | $49M | 99k | 495.22 | |
| Advanced Micro Devices (AMD) | 12.3 | $41M | 279k | 147.41 | |
| Jfrog Ord Shs (FROG) | 7.3 | $24M | 701k | 34.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.2 | $24M | 231k | 104.00 | |
| Amazon (AMZN) | 5.8 | $19M | 127k | 151.94 | |
| salesforce (CRM) | 5.7 | $19M | 72k | 263.14 | |
| Broadcom (AVGO) | 5.6 | $19M | 17k | 1116.25 | |
| Microsoft Corporation (MSFT) | 5.3 | $18M | 47k | 376.04 | |
| Meta Platforms Cl A (META) | 5.2 | $18M | 50k | 353.96 | |
| Gitlab Class A Com (GTLB) | 4.5 | $15M | 239k | 62.96 | |
| Indie Semiconductor Class A Com (INDI) | 4.2 | $14M | 1.7M | 8.11 | |
| MercadoLibre (MELI) | 3.9 | $13M | 8.2k | 1571.54 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.8 | $13M | 87k | 146.31 | |
| Procore Technologies (PCOR) | 3.3 | $11M | 161k | 69.22 | |
| Bill Com Holdings Ord (BILL) | 3.3 | $11M | 133k | 81.59 | |
| Camtek Ord (CAMT) | 2.1 | $7.0M | 102k | 69.38 | |
| Cellebrite Di Ordinary Shares (CLBT) | 2.0 | $6.8M | 790k | 8.66 | |
| Li Auto Sponsored Ads (LI) | 1.3 | $4.4M | 118k | 37.43 | |
| Autodesk (ADSK) | 1.3 | $4.4M | 18k | 243.48 | |
| Cellebrite Di *w Exp 08/30/202 (CLBTW) | 0.7 | $2.5M | 1.7M | 1.49 | |
| Nerdy Cl A Com (NRDY) | 0.4 | $1.4M | 418k | 3.43 |
