Light Street Capital Management as of March 31, 2025
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 28.6 | $103M | 617k | 166.00 | |
| NVIDIA Corporation (NVDA) | 9.7 | $35M | 322k | 108.38 | |
| Bill Com Holdings Ord (BILL) | 8.5 | $30M | 663k | 45.89 | |
| Advanced Micro Devices (AMD) | 7.3 | $26M | 256k | 102.74 | |
| Jfrog Ord Shs (FROG) | 5.7 | $21M | 641k | 32.00 | |
| Broadcom (AVGO) | 5.7 | $20M | 122k | 167.43 | |
| Gitlab Class A Com (GTLB) | 5.4 | $20M | 414k | 47.00 | |
| Reddit Cl A (RDDT) | 5.2 | $19M | 177k | 104.90 | |
| Blackline (BL) | 5.2 | $18M | 381k | 48.42 | |
| Amazon (AMZN) | 4.6 | $16M | 86k | 190.26 | |
| Meta Platforms Cl A (META) | 3.9 | $14M | 24k | 576.36 | |
| Cellebrite Di Ordinary Shares (CLBT) | 3.0 | $11M | 558k | 19.43 | |
| Ncino (NCNO) | 2.8 | $10M | 368k | 27.47 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $4.6M | 7.0k | 662.63 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $3.8M | 20k | 190.06 | |
| Ansys (ANSS) | 0.5 | $1.7M | 5.4k | 316.56 | |
| Synopsys (SNPS) | 0.4 | $1.6M | 3.7k | 428.85 | |
| Cadence Design Systems (CDNS) | 0.4 | $1.5M | 5.9k | 254.33 | |
| Apple (AAPL) | 0.4 | $1.4M | 6.4k | 222.13 | |
| Constellation Energy (CEG) | 0.3 | $1.0M | 5.1k | 201.63 |
