Light Street Capital portfolio · 2023-09-30
Disclosed long book
$337.4 million
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
44.0%
Longs with AI data
0 / 23
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 108,500 | $47.2 million | 14.0% | INCREASED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 817,741 | $37.0 million | 11.0% | INCREASED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 225,100 | $23.1 million | 6.9% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 69,978 | $21.0 million | 6.2% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 63,933 | $20.2 million | 6.0% | INCREASED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 140,133 | $18.3 million | 5.4% | REDUCED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 20,835 | $17.3 million | 5.1% | NEWLY REPORTED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 624,937 | $15.8 million | 4.7% | INCREASED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 63,120 | $15.8 million | 4.7% | REDUCED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 | LONG | 2,057,799 | $15.7 million | 4.7% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 119,355 | $15.2 million | 4.5% | INCREASED | — | 1Y — 5Y — |
INDIE SEMICONDUCTOR INC INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 | LONG | 1,896,908 | $12.0 million | 3.5% | REDUCED | — | 1Y — 5Y — |
NERDY INC NERDY INC · CL A COM · 64081V109 | LONG | 3,224,945 | $11.9 million | 3.5% | REDUCED | — | 1Y — 5Y — |
SYNOPSYS INC SYNOPSYS INC · COM · 871607107 | LONG | 25,040 | $11.5 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 55,555 | $11.3 million | 3.3% | REDUCED | — | 1Y — 5Y — |
AMPLITUDE INC AMPLITUDE INC · COM CL A · 03213A104 | LONG | 802,689 | $9.3 million | 2.8% | INCREASED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 111,830 | $9.1 million | 2.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 97,464 | $8.5 million | 2.5% | REDUCED | — | 1Y — 5Y — |
AUTODESK INC AUTODESK INC · COM · 052769106 | LONG | 37,586 | $7.8 million | 2.3% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 15,015 | $5.7 million | 1.7% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 38,235 | $3.7 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · *W EXP 08/30/202 · M2197Q115 | LONG | 1,666,667 | $2.2 million | — | UNCHANGED | — | 1Y — 5Y — |
BRIDGETOWN HOLDINGS LTD BRIDGETOWN HOLDINGS LTD · *W EXP 09/30/202 · G1355U121 | LONG | 572,005 | $194,482 | — | UNCHANGED | — | 1Y — 5Y — |