Light Street Capital Management as of March 31, 2024
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 21 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 17.0 | $71M | 78k | 903.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) | 14.5 | $60M | 440k | 136.05 | |
| Amazon (AMZN) | 7.0 | $29M | 160k | 180.38 | |
| Advanced Micro Devices (AMD) | 6.0 | $25M | 139k | 180.49 | |
| Jfrog Ord Shs (FROG) | 6.0 | $25M | 559k | 44.22 | |
| Broadcom (AVGO) | 5.4 | $22M | 17k | 1325.41 | |
| Meta Platforms Cl A (META) | 5.3 | $22M | 46k | 485.58 | |
| Bill Com Holdings Ord (BILL) | 4.8 | $20M | 287k | 68.72 | |
| Microsoft Corporation (MSFT) | 4.7 | $19M | 46k | 420.72 | |
| salesforce (CRM) | 4.5 | $19M | 61k | 301.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $17M | 110k | 150.93 | |
| MercadoLibre (MELI) | 3.3 | $14M | 9.0k | 1511.96 | |
| Doordash Cl A (DASH) | 3.2 | $13M | 95k | 137.72 | |
| Indie Semiconductor Class A Com (INDI) | 3.1 | $13M | 1.8M | 7.08 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $10M | 20k | 504.60 | |
| Procore Technologies (PCOR) | 2.4 | $9.8M | 119k | 82.17 | |
| Cellebrite Di Ordinary Shares (CLBT) | 2.0 | $8.1M | 735k | 11.08 | |
| Uber Technologies (UBER) | 1.9 | $7.8M | 101k | 76.99 | |
| Hashicorp Com Cl A | 1.4 | $5.7M | 210k | 26.95 | |
| Cellebrite Di *w Exp 99/99/999 | 0.8 | $3.5M | 1.7M | 2.09 | |
| Nerdy Cl A Com (NRDY) | 0.4 | $1.7M | 593k | 2.91 |
