Light Street Capital portfolio · 2023-12-31
Disclosed long book
$324.4 million
Long positions
21
Calls / puts
0 / 0
Top 5 concentration
48.6%
Longs with AI data
0 / 21
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 99,000 | $49.0 million | 15.1% | REDUCED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 279,000 | $41.1 million | 12.7% | INCREASED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 700,613 | $24.2 million | 7.5% | INCREASED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 231,100 | $24.0 million | 7.4% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 126,500 | $19.2 million | 5.9% | INCREASED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 71,888 | $18.9 million | 5.8% | INCREASED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 16,807 | $18.8 million | 5.8% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 46,997 | $17.7 million | 5.4% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 49,500 | $17.5 million | 5.4% | REDUCED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 239,200 | $15.1 million | 4.6% | REDUCED | — | 1Y — 5Y — |
INDIE SEMICONDUCTOR INC INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 | LONG | 1,738,664 | $14.1 million | 4.3% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 8,200 | $12.9 million | 4.0% | NEWLY REPORTED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 87,000 | $12.7 million | 3.9% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 161,000 | $11.1 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 133,400 | $10.9 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CAMTEK LTD CAMTEK LTD · ORD · M20791105 | LONG | 101,500 | $7.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 | LONG | 789,966 | $6.8 million | 2.1% | REDUCED | — | 1Y — 5Y — |
LI AUTO INC LI AUTO INC · SPONSORED ADS · 50202M102 | LONG | 117,692 | $4.4 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTODESK INC AUTODESK INC · COM · 052769106 | LONG | 18,000 | $4.4 million | 1.4% | REDUCED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · *W EXP 08/30/202 · M2197Q115 | LONG | 1,672,361 | $2.5 million | — | INCREASED | — | 1Y — 5Y — |
NERDY INC NERDY INC · CL A COM · 64081V109 | LONG | 418,077 | $1.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |