← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-03-31 · Filed 2025-05-15 · Accession 0000935836-25-000378
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 255,670 | $26.3 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 85,851 | $16.3 million |
| 3 | ANSYS INC | COM · 03662Q105 | LONG | 5,359 | $1.7 million |
| 4 | APPLE INC | COM · 037833100 | LONG | 6,367 | $1.4 million |
| 5 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 7,011 | $4.6 million |
| 6 | BILL COM HLDGS INC | COM · 090043100 | LONG | 662,603 | $30.4 million |
| 7 | BLACKLINE INC | COM · 09239B109 | LONG | 380,988 | $18.4 million |
| 8 | BROADCOM INC | COM · 11135F101 | LONG | 122,002 | $20.4 million |
| 9 | CADENCE DESIGN SYSTEM INC | COM · 127387108 | LONG | 5,911 | $1.5 million |
| 10 | CELLEBRITE DI LTD | ORDINARY SHARES · M2197Q107 | LONG | 557,755 | $10.8 million |
| 11 | CONSTELLATION ENERGY CORP | COM · 21037T109 | LONG | 5,091 | $1.0 million |
| 12 | GITLAB INC | CLASS A COM · 37637K108 | LONG | 414,317 | $19.5 million |
| 13 | JFROG LTD | ORD SHS · M6191J100 | LONG | 640,940 | $20.5 million |
| 14 | FACEBOOK INC | CL A · 30303M102 | LONG | 23,935 | $13.8 million |
| 15 | NCINO INC | COM · 63947X101 | LONG | 367,537 | $10.1 million |
| 16 | NVIDIA CORP | COM · 67066G104 | LONG | 321,715 | $34.9 million |
| 17 | NXP SEMICONDUCTORS N V | COM · N6596X109 | LONG | 20,020 | $3.8 million |
| 18 | REDDIT INC | CL A · 75734B100 | LONG | 176,550 | $18.5 million |
| 19 | SYNOPSYS INC | COM · 871607107 | LONG | 3,675 | $1.6 million |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 319,745 | $53.1 million |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | PUT | 297,500 | $49.4 million |