Light Street Capital portfolio · 2024-12-31
Disclosed long book
$485.8 million
Long positions
29
Calls / puts
0 / 1
Top 5 concentration
43.3%
Longs with AI data
0 / 29
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 341,154 | $67.4 million | 13.9% | REDUCED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 419,310 | $56.3 million | 11.6% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 53,647 | $31.4 million | 6.5% | INCREASED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 269,646 | $29.8 million | 6.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 212,739 | $25.7 million | 5.3% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 112,000 | $24.6 million | 5.1% | REDUCED | — | 1Y — 5Y — |
CELESTICA INC CELESTICA INC · COM · 15101Q207 | LONG | 246,080 | $22.7 million | 4.7% | REDUCED | — | 1Y — 5Y — |
JFROG LTD JFROG LTD · ORD SHS · M6191J100 | LONG | 765,018 | $22.5 million | 4.6% | REDUCED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 376,803 | $21.2 million | 4.4% | INCREASED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 88,172 | $20.4 million | 4.2% | REDUCED | — | 1Y — 5Y — |
GDS HLDGS LTD GDS HLDGS LTD · SPONSORED ADS · 36165L108 | LONG | 785,156 | $18.7 million | 3.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 50,255 | $16.8 million | 3.5% | INCREASED | — | 1Y — 5Y — |
MOBILEYE GLOBAL INC MOBILEYE GLOBAL INC · COMMON CLASS A · 60741F104 | LONG | 766,892 | $15.3 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTODESK INC AUTODESK INC · COM · 052769106 | LONG | 50,956 | $15.1 million | 3.1% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 7,941 | $13.5 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 52,849 | $13.2 million | 2.7% | REDUCED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 153,351 | $13.0 million | 2.7% | REDUCED | — | 1Y — 5Y — |
CELLEBRITE DI LTD CELLEBRITE DI LTD · ORDINARY SHARES · M2197Q107 | LONG | 578,235 | $12.7 million | 2.6% | REDUCED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 44,768 | $11.6 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 60,296 | $11.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
INDIE SEMICONDUCTOR INC INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 | LONG | 2,338,469 | $9.5 million | 1.9% | INCREASED | — | 1Y — 5Y — |
ZSCALER INC ZSCALER INC · COM · 98980G102 | LONG | 33,215 | $6.0 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
GE VERNOVA INC GE VERNOVA INC · COM · 36828A101 | LONG | 16,895 | $5.6 million | 1.1% | INCREASED | — | 1Y — 5Y — |
NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V · COM · N6596X109 | LONG | 1,600 | $332,560 | 0.1% | REDUCED | — | 1Y — 5Y — |
ASML HLDG NV ASML HLDG NV · N Y REGISTRY SHS · N07059210 | LONG | 448 | $310,500 | 0.1% | INCREASED | — | 1Y — 5Y — |
CADENCE DESIGN SYSTEM INC CADENCE DESIGN SYSTEM INC · COM · 127387108 | LONG | 780 | $234,359 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ANSYS INC ANSYS INC · COM · 03662Q105 | LONG | 690 | $232,758 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP · COM · 21037T109 | LONG | 1,037 | $231,987 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SYNOPSYS INC SYNOPSYS INC · COM · 871607107 | LONG | 455 | $220,839 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | PUT | 297,500 | $58.8 million | — | INCREASED | — | 1Y — 5Y — |