← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2024-12-31 · Filed 2025-02-14 · Accession 0000935836-25-000180

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG212,739$25.7 million
2ALPHABET INCCAP STK CL A · 02079K305LONG60,296$11.4 million
3AMAZON COM INCCOM · 023135106LONG112,000$24.6 million
4ANSYS INCCOM · 03662Q105LONG690$232,758
5APPLE INCCOM · 037833100LONG52,849$13.2 million
6ASML HLDG NVN Y REGISTRY SHS · N07059210LONG448$310,500
7AUTODESK INCCOM · 052769106LONG50,956$15.1 million
8BILL COM HLDGS INCCOM · 090043100LONG153,351$13.0 million
9BROADCOM INCCOM · 11135F101LONG88,172$20.4 million
10CADENCE DESIGN SYSTEM INCCOM · 127387108LONG780$234,359
11CELESTICA INCCOM · 15101Q207LONG246,080$22.7 million
12CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG578,235$12.7 million
13CONSTELLATION ENERGY CORPCOM · 21037T109LONG1,037$231,987
14GDS HLDGS LTDSPONSORED ADS · 36165L108LONG785,156$18.7 million
15GE VERNOVA INCCOM · 36828A101LONG16,895$5.6 million
16GITLAB INCCLASS A COM · 37637K108LONG376,803$21.2 million
17INDIE SEMICONDUCTOR INCCLASS A COM · 45569U101LONG2,338,469$9.5 million
18JFROG LTDORD SHS · M6191J100LONG765,018$22.5 million
19MARVELL TECHNOLOGY INCCOM · 573874104LONG269,646$29.8 million
20MERCADOLIBRE INCCOM · 58733R102LONG7,941$13.5 million
21FACEBOOK INCCL A · 30303M102LONG53,647$31.4 million
22MOBILEYE GLOBAL INCCOMMON CLASS A · 60741F104LONG766,892$15.3 million
23NVIDIA CORPCOM · 67066G104LONG419,310$56.3 million
24NXP SEMICONDUCTORS N VCOM · N6596X109LONG1,600$332,560
25SALESFORCE COM INCCOM · 79466L302LONG50,255$16.8 million
26SYNOPSYS INCCOM · 871607107LONG455$220,839
27TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100PUT297,500$58.8 million
28TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG341,154$67.4 million
29WORKDAY INCCL A · 98138H101LONG44,768$11.6 million
30ZSCALER INCCOM · 98980G102LONG33,215$6.0 million