Light Street Capital Management as of Dec. 31, 2024
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 | 639k | 197.49 | |
| NVIDIA Corporation (NVDA) | 10.3 | $56M | 419k | 134.29 | |
| Meta Platforms Cl A (META) | 5.8 | $31M | 54k | 585.51 | |
| Marvell Technology (MRVL) | 5.5 | $30M | 270k | 110.45 | |
| Advanced Micro Devices (AMD) | 4.7 | $26M | 213k | 120.79 | |
| Amazon (AMZN) | 4.5 | $25M | 112k | 219.39 | |
| Celestica (CLS) | 4.2 | $23M | 246k | 92.30 | |
| Jfrog Ord Shs (FROG) | 4.1 | $23M | 765k | 29.41 | |
| Gitlab Class A Com (GTLB) | 3.9 | $21M | 377k | 56.35 | |
| Broadcom (AVGO) | 3.8 | $20M | 88k | 231.84 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.4 | $19M | 785k | 23.76 | |
| salesforce (CRM) | 3.1 | $17M | 50k | 334.33 | |
| Mobileye Global Common Class A (MBLY) | 2.8 | $15M | 767k | 19.92 | |
| Autodesk (ADSK) | 2.8 | $15M | 51k | 295.57 | |
| MercadoLibre (MELI) | 2.5 | $14M | 7.9k | 1700.44 | |
| Apple (AAPL) | 2.4 | $13M | 53k | 250.42 | |
| Bill Com Holdings Ord (BILL) | 2.4 | $13M | 153k | 84.71 | |
| Cellebrite Di Ordinary Shares (CLBT) | 2.3 | $13M | 578k | 22.03 | |
| Workday Cl A (WDAY) | 2.1 | $12M | 45k | 258.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $11M | 60k | 189.30 | |
| Indie Semiconductor Class A Com (INDI) | 1.7 | $9.5M | 2.3M | 4.05 | |
| Zscaler Incorporated (ZS) | 1.1 | $6.0M | 33k | 180.41 | |
| Ge Vernova (GEV) | 1.0 | $5.6M | 17k | 328.93 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $333k | 1.6k | 207.85 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $311k | 448.00 | 693.08 | |
| Cadence Design Systems (CDNS) | 0.0 | $234k | 780.00 | 300.46 | |
| Ansys (ANSS) | 0.0 | $233k | 690.00 | 337.33 | |
| Constellation Energy (CEG) | 0.0 | $232k | 1.0k | 223.71 | |
| Synopsys (SNPS) | 0.0 | $221k | 455.00 | 485.36 |
