Light Street Capital Management as of June 30, 2025
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 16.6 | $81M | 359k | 226.49 | |
| NVIDIA Corporation (NVDA) | 11.4 | $56M | 353k | 157.99 | |
| Advanced Micro Devices (AMD) | 8.5 | $42M | 293k | 141.90 | |
| Broadcom (AVGO) | 6.9 | $34M | 123k | 275.65 | |
| Bill Com Holdings Ord (BILL) | 6.0 | $30M | 640k | 46.26 | |
| Jfrog Ord Shs (FROG) | 5.5 | $27M | 609k | 43.88 | |
| Celestica (CLS) | 5.4 | $26M | 169k | 156.11 | |
| Chime Finl Com Shs Cl A (CHYM) | 4.9 | $24M | 694k | 34.51 | |
| GDS HLDGS Sponsored Ads (GDS) | 4.5 | $22M | 715k | 30.57 | |
| Gitlab Class A Com (GTLB) | 4.4 | $21M | 474k | 45.11 | |
| Meta Platforms Cl A (META) | 4.1 | $20M | 27k | 738.09 | |
| Sea Sponsord Ads (SE) | 3.9 | $19M | 121k | 159.94 | |
| Amazon (AMZN) | 3.8 | $19M | 85k | 219.39 | |
| Netflix (NFLX) | 3.2 | $16M | 12k | 1339.13 | |
| Blackline (BL) | 3.0 | $15M | 258k | 56.62 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.8 | $8.8M | 553k | 16.00 | |
| MercadoLibre (MELI) | 1.6 | $8.0M | 3.0k | 2613.63 | |
| Nxp Semiconductors N V (NXPI) | 1.0 | $5.0M | 23k | 218.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $4.4M | 5.5k | 801.39 | |
| Ncino (NCNO) | 0.9 | $4.2M | 151k | 27.97 | |
| Synopsys (SNPS) | 0.4 | $1.9M | 3.7k | 512.68 | |
| Cadence Design Systems (CDNS) | 0.4 | $1.8M | 6.0k | 308.15 | |
| Apple (AAPL) | 0.3 | $1.7M | 8.3k | 205.17 | |
| Analog Devices (ADI) | 0.3 | $1.4M | 6.1k | 238.02 | |
| Constellation Energy (CEG) | 0.3 | $1.4M | 4.3k | 322.76 | |
| Ansys (ANSS) | 0.2 | $865k | 2.5k | 351.22 |
