LIGHT STREET CAPITAL MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LS LIGHT STREET CAPITAL MANAGEMENT, LLC | Institutional Filer | ▼ 35.30% | $420.4M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 272K | $47.5M | 11.29% |
| 2 | AVGO | Broadcom Inc. | Technology | 150K | $46.4M | 11.03% |
| 3 | AMD | Advanced Micro Devices, Inc. | Technology | 219K | $44.6M | 10.61% |
| 4 | CHYM | Chime Financial, Inc. Class A Common Stock | Financial Services | 2.1M | $38.9M | 9.26% |
| 5 | MKSI | MKS Inc. | Technology | 122K | $28.1M | 6.68% |
| 6 | FROG | JFrog Ltd. | Technology | 575K | $27.0M | 6.42% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 125K | $26.0M | 6.18% |
| 8 | GTLB | GitLab Inc. | Technology | 1.2M | $25.3M | 6.02% |
| 9 | BILL | Bill.com Holdings, Inc. | Technology | 625K | $23.9M | 5.69% |
| 10 | CPNG | Coupang, Inc. | Consumer Cyclical | 1.1M | $19.9M | 4.72% |
| 11 | AMKR | Amkor Technology, Inc. | Technology | 407K | $18.3M | 4.36% |
| 12 | ASML | ASML Holding N.V. | Technology | 11K | $14.5M | 3.44% |
| 13 | GOOGL | Alphabet Inc. | Technology | 43K | $12.2M | 2.91% |
| 14 | IOT | Samsara Inc. | Technology | 384K | $12.2M | 2.89% |
| 15 | CLBT | Cellebrite DI Ltd. | Technology | 641K | $8.8M | 2.10% |
Showing 1 to 15 of 22 holdings