Light Street Capital portfolio · 2024-09-30
Disclosed long book
$404.1 million
Long positions
21
Calls / puts
0 / 1
Top 5 concentration
54.0%
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 | 573,690 | $69.7 million | 17.2% | REDUCED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 346,504 | $60.2 million | 14.9% | INCREASED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 232,458 | $38.1 million | 9.4% | INCREASED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 948,515 | $27.5 million | 6.8% | INCREASED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 130,900 | $22.6 million | 5.6% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 118,107 | $22.0 million | 5.4% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 36,480 | $20.9 million | 5.2% | REDUCED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 373,366 | $19.7 million | 4.9% | REDUCED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 368,955 | $19.0 million | 4.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTODESK INC AUTODESK INC · COM · 052769106 | LONG | 65,113 | $17.9 million | 4.4% | REDUCED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 65,517 | $15.3 million | 3.8% | REDUCED | — | 1Y — 5Y — |
BLOOM ENERGY CORP BLOOM ENERGY CORP · COM CL A · 093712107 | LONG | 1,366,994 | $14.4 million | 3.6% | INCREASED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 50,083 | $13.7 million | 3.4% | REDUCED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 | LONG | 808,235 | $13.6 million | 3.4% | INCREASED | — | 1Y — 5Y — |
CELESTICA INC CELESTICA INC · COM · 15101Q207 | LONG | 252,675 | $12.9 million | 3.2% | REDUCED | — | 1Y — 5Y — |
NCINO INC NCINO INC · COM · 63947X101 | LONG | 249,968 | $7.9 million | 2.0% | INCREASED | — | 1Y — 5Y — |
INDIE SEMICONDUCTOR INC INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 | LONG | 1,793,125 | $7.2 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | LONG | 1,950 | $497,211 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V · COM · N6596X109 | LONG | 1,825 | $438,018 | 0.1% | INCREASED | — | 1Y — 5Y — |
ASML HLDG NV ASML HLDG NV · N Y REGISTRY SHS · N07059210 | LONG | 320 | $266,640 | 0.1% | REDUCED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 2,000 | $207,420 | 0.1% | INCREASED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | PUT | 106,700 | $18.5 million | — | UNCHANGED | — | 1Y — 5Y — |