← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2023-12-31 · Filed 2024-02-14 · Accession 0000935836-24-000199
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 279,000 | $41.1 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 126,500 | $19.2 million |
| 3 | AUTODESK INC | COM · 052769106 | LONG | 18,000 | $4.4 million |
| 4 | BILL COM HLDGS INC | COM · 090043100 | LONG | 133,400 | $10.9 million |
| 5 | BROADCOM INC | COM · 11135F101 | LONG | 16,807 | $18.8 million |
| 6 | CAMTEK LTD | ORD · M20791105 | LONG | 101,500 | $7.0 million |
| 7 | CELLEBRITE DI LTD | *W EXP 08/30/202 · M2197Q115 | LONG | 1,672,361 | $2.5 million |
| 8 | CELLEBRITE DI LTD | ORDINARY SHARES · M2197Q107 | LONG | 789,966 | $6.8 million |
| 9 | GITLAB INC | CLASS A COM · 37637K108 | LONG | 239,200 | $15.1 million |
| 10 | INDIE SEMICONDUCTOR INC | CLASS A COM · 45569U101 | LONG | 1,738,664 | $14.1 million |
| 11 | JFROG LTD | ORD SHS · M6191J100 | LONG | 700,613 | $24.2 million |
| 12 | LI AUTO INC | SPONSORED ADS · 50202M102 | LONG | 117,692 | $4.4 million |
| 13 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 8,200 | $12.9 million |
| 14 | FACEBOOK INC | CL A · 30303M102 | LONG | 49,500 | $17.5 million |
| 15 | MICROSOFT CORP | COM · 594918104 | LONG | 46,997 | $17.7 million |
| 16 | NERDY INC | CL A COM · 64081V109 | LONG | 418,077 | $1.4 million |
| 17 | NVIDIA CORP | COM · 67066G104 | LONG | 99,000 | $49.0 million |
| 18 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 87,000 | $12.7 million |
| 19 | PROCORE TECHNOLOGIES INC | COM · 74275K108 | LONG | 161,000 | $11.1 million |
| 20 | SALESFORCE COM INC | COM · 79466L302 | LONG | 71,888 | $18.9 million |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 231,100 | $24.0 million |