← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2023-09-30 · Filed 2023-11-14 · Accession 0000935836-23-000701

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG225,100$23.1 million
2ALPHABET INCCAP STK CL A · 02079K305LONG140,133$18.3 million
3AMAZON COM INCCOM · 023135106LONG119,355$15.2 million
4AMPLITUDE INCCOM CL A · 03213A104LONG802,689$9.3 million
5AUTODESK INCCOM · 052769106LONG37,586$7.8 million
6BRIDGETOWN HOLDINGS LTD*W EXP 09/30/202 · G1355U121LONG572,005$194,482
7BROADCOM INCCOM · 11135F101LONG20,835$17.3 million
8CELLEBRITE DI LTD*W EXP 08/30/202 · M2197Q115LONG1,666,667$2.2 million
9CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG2,057,799$15.7 million
10GITLAB INCCLASS A COM · 37637K108LONG817,741$37.0 million
11INDIE SEMICONDUCTOR INCCLASS A COM · 45569U101LONG1,896,908$12.0 million
12JFROG LTDORD SHS · M6191J100LONG624,937$15.8 million
13FACEBOOK INCCL A · 30303M102LONG69,978$21.0 million
14MICROSOFT CORPCOM · 594918104LONG63,933$20.2 million
15NERDY INCCL A COM · 64081V109LONG3,224,945$11.9 million
16NETFLIX INCCOM · 64110L106LONG15,015$5.7 million
17NVIDIA CORPCOM · 67066G104LONG108,500$47.2 million
18OKTA INCCL A · 679295105LONG111,830$9.1 million
19PINDUODUO INCSPONSORED ADS · 722304102LONG38,235$3.7 million
20SALESFORCE COM INCCOM · 79466L302LONG55,555$11.3 million
21SYNOPSYS INCCOM · 871607107LONG25,040$11.5 million
22TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG97,464$8.5 million
23TESLA INCCOM · 88160R101LONG63,120$15.8 million