← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2025-06-30 · Filed 2025-08-14 · Accession 0000935836-25-000532

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG292,788$41.5 million
2AMAZON COM INCCOM · 023135106LONG84,784$18.6 million
3ANALOG DEVICES INCCOM · 032654105LONG6,070$1.4 million
4ANSYS INCCOM · 03662Q105LONG2,463$865,055
5APPLE INCCOM · 037833100LONG8,276$1.7 million
6ASML HLDG NVN Y REGISTRY SHS · N07059210LONG5,511$4.4 million
7BILL COM HLDGS INCCOM · 090043100LONG639,820$29.6 million
8BLACKLINE INCCOM · 09239B109LONG257,518$14.6 million
9BROADCOM INCCOM · 11135F101LONG122,471$33.8 million
10CADENCE DESIGN SYSTEM INCCOM · 127387108LONG5,956$1.8 million
11CELESTICA INCCOM · 15101Q207LONG169,252$26.4 million
12CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG552,755$8.8 million
13CHIME FINL INCCOM SHS CL A · 16935C109LONG693,530$23.9 million
14CONSTELLATION ENERGY CORPCOM · 21037T109LONG4,277$1.4 million
15GDS HLDGS LTDSPONSORED ADS · 36165L108LONG714,582$21.8 million
16GITLAB INCCLASS A COM · 37637K108LONG474,415$21.4 million
17JFROG LTDORD SHS · M6191J100LONG608,770$26.7 million
18MERCADOLIBRE INCCOM · 58733R102LONG3,049$8.0 million
19FACEBOOK INCCL A · 30303M102LONG26,905$19.9 million
20NCINO INCCOM · 63947X101LONG150,820$4.2 million
21NETFLIX INCCOM · 64110L106LONG11,539$15.5 million
22NVIDIA CORPCOM · 67066G104LONG352,582$55.7 million
23NXP SEMICONDUCTORS N VCOM · N6596X109LONG22,890$5.0 million
24SEA LTDSPONSORD ADS · 81141R100LONG120,630$19.3 million
25SYNOPSYS INCCOM · 871607107LONG3,704$1.9 million
26TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG358,757$81.3 million