← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2024-06-30 · Filed 2024-08-14 · Accession 0000935836-24-000528

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG147,976$24.0 million
2AMAZON COM INCCOM · 023135106LONG118,000$22.8 million
3APPLE INCCOM · 037833100LONG77,459$16.3 million
4ASML HLDG NVN Y REGISTRY SHS · N07059210LONG334$341,592
5AUTODESK INCCOM · 052769106LONG66,073$16.3 million
6BILL COM HLDGS INCCOM · 090043100LONG392,000$20.6 million
7BLOOM ENERGY CORPCOM CL A · 093712107LONG899,881$11.0 million
8BROADCOM INCCOM · 11135F101LONG13,574$21.8 million
9CELESTICA INCCOM · 15101Q207LONG429,236$24.6 million
10CELLEBRITE DI LTD*W EXP 99/99/999 · M2197Q115LONG1,872,361$5.1 million
11CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG484,966$5.8 million
12DELL TECHNOLOGIES INCCL C · 24703L202LONG126,279$17.4 million
13INDIE SEMICONDUCTOR INCCLASS A COM · 45569U101LONG1,793,125$11.1 million
14JFROG LTDORD SHS · M6191J100LONG612,000$23.0 million
15FACEBOOK INCCL A · 30303M102LONG39,500$19.9 million
16MICRON TECHNOLOGY INCCOM · 595112103LONG1,631$214,525
17NCINO INCCOM · 63947X101LONG227,196$7.1 million
18NERDY INCCL A COM · 64081V109LONG475,000$793,250
19NETAPP INCCOM · 64110D104LONG71,372$9.2 million
20NVIDIA CORPCOM · 67066G104LONG576,198$71.2 million
21NXP SEMICONDUCTORS N VCOM · N6596X109LONG1,463$393,679
22PURE STORAGE INCCL A · 74624M102LONG149,000$9.6 million
23QUALCOMM INCCOM · 747525103LONG1,480$294,786
24SALESFORCE COM INCCOM · 79466L302LONG71,500$18.4 million
25TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100PUT106,700$18.5 million
26TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG341,802$59.4 million