Light Street Capital Management as of Sept. 30, 2025
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.6 | $81M | 289k | 279.29 | |
| NVIDIA Corporation (NVDA) | 8.7 | $52M | 277k | 186.58 | |
| Bill Com Holdings Ord (BILL) | 8.6 | $51M | 963k | 52.97 | |
| Advanced Micro Devices (AMD) | 6.8 | $41M | 251k | 161.79 | |
| Gitlab Class A Com (GTLB) | 6.4 | $38M | 850k | 45.08 | |
| Broadcom (AVGO) | 5.5 | $33M | 99k | 329.91 | |
| Chime Finl Com Shs Cl A (CHYM) | 5.1 | $30M | 1.5M | 20.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $30M | 123k | 243.10 | |
| Datadog Cl A Com (DDOG) | 5.0 | $30M | 207k | 142.40 | |
| Jfrog Ord Shs (FROG) | 4.6 | $27M | 579k | 47.33 | |
| Confluent Class A Com (CFLT) | 4.2 | $25M | 1.3M | 19.80 | |
| Snowflake Com Shs (SNOW) | 3.8 | $22M | 99k | 225.55 | |
| Mongodb Cl A (MDB) | 3.6 | $21M | 69k | 310.38 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $19M | 105k | 178.73 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.0 | $18M | 19k | 968.09 | |
| Constellation Energy (CEG) | 2.7 | $16M | 48k | 329.07 | |
| Sea Sponsord Ads (SE) | 2.1 | $12M | 69k | 178.73 | |
| Amazon (AMZN) | 1.8 | $11M | 50k | 219.57 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.6 | $9.5M | 245k | 38.70 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.1 | $6.6M | 358k | 18.53 | |
| Nxp Semiconductors N V (NXPI) | 1.0 | $5.7M | 25k | 227.73 | |
| Appfolio Com Cl A (APPF) | 0.9 | $5.5M | 20k | 275.66 | |
| Monday SHS (MNDY) | 0.6 | $3.8M | 20k | 193.69 | |
| Apple (AAPL) | 0.5 | $2.7M | 11k | 254.63 | |
| Synopsys (SNPS) | 0.3 | $1.7M | 3.5k | 493.39 | |
| Analog Devices (ADI) | 0.3 | $1.7M | 6.8k | 245.70 | |
| Cadence Design Systems (CDNS) | 0.1 | $847k | 2.4k | 351.26 |
