Light Street Capital portfolio · 2023-03-31
Disclosed long book
$383.0 million
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
44.8%
Longs with AI data
0 / 23
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 1,102,314 | $37.8 million | 9.9% | INCREASED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 128,892 | $35.8 million | 9.3% | INCREASED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 381,489 | $35.5 million | 9.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 349,984 | $34.3 million | 9.0% | INCREASED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 136,322 | $28.3 million | 7.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORD ADS · 81141R100 | LONG | 284,263 | $24.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 116,800 | $23.3 million | 6.1% | REDUCED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 335,431 | $22.3 million | 5.8% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 14,777 | $19.5 million | 5.1% | NEWLY REPORTED | — | 1Y — 5Y — |
INDIE SEMICONDUCTOR INC INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 | LONG | 1,733,415 | $18.3 million | 4.8% | INCREASED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 | LONG | 2,843,125 | $17.3 million | 4.5% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 59,863 | $17.3 million | 4.5% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 78,766 | $16.7 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
NERDY INC NERDY INC · CL A COM · 64081V109 | LONG | 3,849,857 | $16.1 million | 4.2% | REDUCED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 700,460 | $13.8 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 98,847 | $13.6 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 96,178 | $12.0 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SPLUNK INC SPLUNK INC · COM · 848637104 | LONG | 111,216 | $10.7 million | 2.8% | INCREASED | — | 1Y — 5Y — |
EXPENSIFY INC EXPENSIFY INC · COM CL A · 30219Q106 | LONG | 842,678 | $6.9 million | 1.8% | REDUCED | — | 1Y — 5Y — |
ACCEL ENTERTAINMENT INC ACCEL ENTERTAINMENT INC · COM CL A1 · 00436Q106 | LONG | 397,292 | $3.6 million | 0.9% | REDUCED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · *W EXP 08/30/202 · M2197Q115 | LONG | 1,666,667 | $1.5 million | — | UNCHANGED | — | 1Y — 5Y — |
NERDY INC NERDY INC · *W EXP 08/16/202 · 64081V117 | LONG | 1,300,000 | $845,000 | — | UNCHANGED | — | 1Y — 5Y — |
BRIDGETOWN HOLDINGS LTD BRIDGETOWN HOLDINGS LTD · *W EXP 09/30/202 · G1355U121 | LONG | 572,005 | $100,244 | — | UNCHANGED | — | 1Y — 5Y — |