Light Street Capital Management as of Sept. 30, 2024
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 21 positions in its portfolio as reported in the September 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) | 18.6 | $79M | 453k | 173.67 | |
| NVIDIA Corporation (NVDA) | 16.5 | $70M | 574k | 121.44 | |
| Advanced Micro Devices (AMD) | 9.0 | $38M | 233k | 164.08 | |
| Jfrog Ord Shs (FROG) | 6.5 | $28M | 949k | 29.04 | |
| Broadcom (AVGO) | 5.3 | $23M | 131k | 172.50 | |
| Amazon (AMZN) | 5.2 | $22M | 118k | 186.33 | |
| Meta Platforms Cl A (META) | 4.9 | $21M | 37k | 572.44 | |
| Bill Com Holdings Ord (BILL) | 4.7 | $20M | 373k | 52.76 | |
| Gitlab Class A Com (GTLB) | 4.5 | $19M | 369k | 51.54 | |
| Autodesk (ADSK) | 4.2 | $18M | 65k | 275.48 | |
| Apple (AAPL) | 3.6 | $15M | 66k | 233.00 | |
| Bloom Energy Corp Com Cl A (BE) | 3.4 | $14M | 1.4M | 10.56 | |
| salesforce (CRM) | 3.2 | $14M | 50k | 273.71 | |
| Cellebrite Di Ordinary Shares (CLBT) | 3.2 | $14M | 808k | 16.84 | |
| Celestica (CLS) | 3.1 | $13M | 253k | 51.12 | |
| Ncino (NCNO) | 1.9 | $7.9M | 250k | 31.59 | |
| Indie Semiconductor Class A Com (INDI) | 1.7 | $7.2M | 1.8M | 3.99 | |
| Ge Vernova (GEV) | 0.1 | $497k | 2.0k | 254.98 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $438k | 1.8k | 240.01 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $267k | 320.00 | 833.25 | |
| Micron Technology (MU) | 0.0 | $207k | 2.0k | 103.71 |
