LS

LIGHT STREET CAPITAL MANAGEMENT, LLC

13F
LIGHT STREET CAPITAL MANAGEMENT, LLC
Last update 2025-05-15 21 Stocks (3 new)
Value $358.00 Mil Turnover 27 %
Countries:
Top Holdings: TSM(14.82%)NVDA(9.74%)BILL(8.49%)AMD(7.34%)FROG(5.73%)
Summary Stock Picks Current Portfolio
LIGHT STREET CAPITAL MANAGEMEN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
319,745
53,077.7
-6.28%
14.820
-0.78%
0.010
+58.99%
+22.63%
1,246,839.4
Semiconductors
TSM PUT
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
297,500
49,385.0
0%
13.790
0%
0.010
+58.99%
+22.63%
1,246,839.4
Semiconductors
NVDA
NVIDIA Corp
321,715
34,867.5
-23.28%
9.740
-2.41%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
BILL
BILL Holdings Inc
662,603
30,406.8
+332.08%
8.490
+6.53%
0.640
+12.93%
-45.86%
4,724.8
Software
AMD
Advanced Micro Devices Inc
255,670
26,267.5
+20.18%
7.340
+1.23%
0.020
+79.42%
+29.97%
254,544.2
Semiconductors
FROG
JFrog Ltd
640,940
20,510.1
-16.22%
5.730
-0.67%
0.560
+35.94%
+43.66%
4,840.6
Software
AVGO
Broadcom Inc
122,002
20,426.8
+38.37%
5.700
+1.58%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
GTLB
GitLab Inc
414,317
19,472.9
+9.96%
5.440
+0.49%
0.250
+5.76%
-19.49%
7,495.1
Software
RDDT
Reddit Inc
176,550
18,520.1
New Holding
5.170
+5.17%
0.100
+54.16%
-9.30%
27,353.3
Interactive Media
BL
BlackLine Inc
380,988
18,447.4
New Holding
5.150
+5.15%
0.600
+27.27%
-6.91%
3,524.8
Software

LIGHT STREET CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns

LIGHT STREET CAPITAL MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BILL
BILL Holdings Inc
2025-03-31
Add
Add
+6.53%
●
43.59 ($67.25) 97.07
$45.86
-31.81%
Add 332.08%
662,603
509,252
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-5.47%
●
61.57 ($97.02) 126.06
$74.65
-23.06%
Sold Out
0
-269,646
RDDT
Reddit Inc
2025-03-31
New Buy
New Buy
+5.17%
●
104.9 ($165.28) 225.23
$148.24
-10.31%
New holding
176,550
176,550
BL
BlackLine Inc
2025-03-31
New Buy
New Buy
+5.15%
●
47.46 ($54.76) 65.64
$56.56
3.29%
New holding
380,988
380,988
CLS
Celestica Inc
2025-03-31
Sold Out
Sold Out
-4.17%
●
78.81 ($106.09) 143.67
$160.12
50.93%
Sold Out
0
-246,080
GDS
GDS Holdings Ltd
2025-03-31
Sold Out
Sold Out
-3.43%
●
19.92 ($30.31) 48.5
$37.58
23.99%
Sold Out
0
-785,156
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-3.20%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -55.38%
23,935
-29,712
CRM
Salesforce Inc
2025-03-31
Sold Out
Sold Out
-3.09%
●
268.36 ($311.03) 359.95
$262.38
-15.64%
Sold Out
0
-50,255
NCNO
Ncino Inc
2025-03-31
New Buy
New Buy
+2.82%
●
27.36 ($31.63) 34.81
$30.61
-3.22%
New holding
367,537
367,537
MBLY
Mobileye Global Inc
2025-03-31
Sold Out
Sold Out
-2.81%
●
14.24 ($16.34) 21.85
$16.05
-1.77%
Sold Out
0
-766,892

LIGHT STREET CAPITAL MANAGEMENT, LLC Total Holding History ($B)

To

LIGHT STREET CAPITAL MANAGEMENT, LLC's Asset Allocation

To

LIGHT STREET CAPITAL MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LIGHT STREET CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

LIGHT STREET CAPITAL MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings Heat Map

Size field:

LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart

LIGHT STREET CAPITAL MANAGEMENT, LLC News

  • 1

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