Light Street Capital Management

Latest statistics and disclosures from Light Street Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSM, NVDA, META, MRVL, AMD, and represent 49.45% of Light Street Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TSM (+$37M), MRVL (+$30M), GDS (+$19M), MBLY (+$15M), MELI (+$14M), WDAY (+$12M), GOOGL (+$11M), META (+$10M), ZS (+$6.0M), GEV.
  • Started 11 new stock positions in GOOGL, ZS, SNPS, GDS, CDNS, WDAY, MBLY, MRVL, MELI, CEG. ANSS.
  • Reduced shares in these 10 stocks: NVDA (-$21M), BILL (-$19M), BE (-$14M), AVGO (-$9.9M), NCNO (-$7.9M), FROG (-$5.4M), CLBT (-$5.1M), ADSK, AAPL, AMD.
  • Sold out of its positions in BE, MU, NCNO.
  • Light Street Capital Management was a net buyer of stock by $68M.
  • Light Street Capital Management has $545M in assets under management (AUM), dropping by 28.87%.
  • Central Index Key (CIK): 0001569049

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Portfolio Holdings for Light Street Capital Management

Light Street Capital Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) 23.2 $126M +40% 639k 197.49
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NVIDIA Corporation (NVDA) 10.3 $56M -26% 419k 134.29
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Meta Platforms Cl A (META) 5.8 $31M +47% 54k 585.51
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Marvell Technology (MRVL) 5.5 $30M NEW 270k 110.45
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Advanced Micro Devices (AMD) 4.7 $26M -8% 213k 120.79
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Amazon (AMZN) 4.5 $25M -5% 112k 219.39
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Celestica (CLS) 4.2 $23M -2% 246k 92.30
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Jfrog Ord Shs (FROG) 4.1 $23M -19% 765k 29.41
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Gitlab Class A Com (GTLB) 3.9 $21M +2% 377k 56.35
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Broadcom (AVGO) 3.8 $20M -32% 88k 231.84
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GDS HLDGS Sponsored Ads (GDS) 3.4 $19M NEW 785k 23.76
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salesforce (CRM) 3.1 $17M 50k 334.33
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Mobileye Global Common Class A (MBLY) 2.8 $15M NEW 767k 19.92
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Autodesk (ADSK) 2.8 $15M -21% 51k 295.57
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MercadoLibre (MELI) 2.5 $14M NEW 7.9k 1700.44
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Apple (AAPL) 2.4 $13M -19% 53k 250.42
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Bill Com Holdings Ord (BILL) 2.4 $13M -58% 153k 84.71
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Cellebrite Di Ordinary Shares (CLBT) 2.3 $13M -28% 578k 22.03
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Workday Cl A (WDAY) 2.1 $12M NEW 45k 258.03
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $11M NEW 60k 189.30
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Indie Semiconductor Class A Com (INDI) 1.7 $9.5M +30% 2.3M 4.05
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Zscaler Incorporated (ZS) 1.1 $6.0M NEW 33k 180.41
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Ge Vernova (GEV) 1.0 $5.6M +766% 17k 328.93
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Nxp Semiconductors N V (NXPI) 0.1 $333k -12% 1.6k 207.85
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $311k +40% 448.00 693.08
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Cadence Design Systems (CDNS) 0.0 $234k NEW 780.00 300.46
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Ansys (ANSS) 0.0 $233k NEW 690.00 337.33
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Constellation Energy (CEG) 0.0 $232k NEW 1.0k 223.71
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Synopsys (SNPS) 0.0 $221k NEW 455.00 485.36
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Past Filings by Light Street Capital Management

SEC 13F filings are viewable for Light Street Capital Management going back to 2012

View all past filings