← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2025-09-30 · Filed 2025-11-14 · Accession 0000935836-25-000702

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG251,113$40.6 million
2ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG105,000$18.8 million
3ALPHABET INCCAP STK CL A · 02079K305LONG122,500$29.8 million
4AMAZON COM INCCOM · 023135106LONG50,033$11.0 million
5ANALOG DEVICES INCCOM · 032654105LONG6,768$1.7 million
6APPFOLIO INCCOM CL A · 03783C100LONG20,000$5.5 million
7APPLE INCCOM · 037833100LONG10,667$2.7 million
8ASML HLDG NVN Y REGISTRY SHS · N07059210LONG18,485$17.9 million
9BILL COM HLDGS INCCOM · 090043100LONG962,500$51.0 million
10BROADCOM INCCOM · 11135F101LONG99,305$32.8 million
11CADENCE DESIGN SYSTEM INCCOM · 127387108LONG2,412$847,239
12CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG357,755$6.6 million
13CHIME FINL INCCOM SHS CL A · 16935C109LONG1,491,677$30.1 million
14CONFLUENT INCCLASS A COM · 20717M103LONG1,268,640$25.1 million
15CONSTELLATION ENERGY CORPCOM · 21037T109LONG47,975$15.8 million
16DATADOG INCCL A COM · 23804L103LONG207,000$29.5 million
17GDS HLDGS LTDSPONSORED ADS · 36165L108LONG244,557$9.5 million
18GITLAB INCCLASS A COM · 37637K108LONG850,000$38.3 million
19JFROG LTDORD SHS · M6191J100LONG579,265$27.4 million
20MONDAY COM LTDSHS · M7S64H106LONG19,843$3.8 million
21MONGODB INCCL A · 60937P106LONG68,500$21.3 million
22NVIDIA CORPCOM · 67066G104LONG276,675$51.6 million
23NXP SEMICONDUCTORS N VCOM · N6596X109LONG25,179$5.7 million
24SEA LTDSPONSORD ADS · 81141R100LONG69,303$12.4 million
25SNOWFLAKE INCCOM SHS · 833445109LONG99,000$22.3 million
26SYNOPSYS INCCOM · 871607107LONG3,500$1.7 million
27TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG289,095$80.7 million