The Analysis of LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings
Currently, LIGHT STREET CAPITAL MANAGEMENT, LLC holds 27 types of securities in its portfolio with a total value $594.5M. In the most recent quarter, they have increased their positions in GOOGL (+122.5K shares, valued at $29.8M), DDOG (+207.0K shares, valued at $29.5M), CFLT (+1.3M shares, valued at $25.1M); decreased their positions in TSM (-69.7K shares, valued at $19.5M), GDS (-470.0K shares, valued at $18.2M), NVDA (-75.9K shares, valued at $14.2M); initiated new positions in GOOGL (+122.5K shares, valued at $29.8M), DDOG (+207.0K shares, valued at $29.5M), CFLT (+1.3M shares, valued at $25.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD289.1K shares-19.42%2025-09-302025-11-14
NVDA NVIDIA CORPORATION276.7K shares-21.53%2025-09-302025-11-14 BILL BILL HOLDINGS INC962.5K shares50.43%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC251.1K shares-14.23%2025-09-302025-11-14 GTLB GITLAB INC850.0K shares79.17%2025-09-302025-11-14 AVGO BROADCOM INC99.3K shares-18.92%2025-09-302025-11-14 CHYM CHIME FINL INC1.5M shares115.08%2025-09-302025-11-14 GOOGL ALPHABET INC122.5K sharesnew addition2025-09-302025-11-14 DDOG DATADOG INC207.0K sharesnew addition2025-09-302025-11-14 FROG JFROG LTD579.3K shares-4.85%2025-09-302025-11-14 CFLT CONFLUENT INC1.3M sharesnew addition2025-09-302025-11-14 SNOW SNOWFLAKE INC99.0K sharesnew addition2025-09-302025-11-14 MDB MONGODB INC68.5K sharesnew addition2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD105.0K sharesnew addition2025-09-302025-11-14 ASML ASML HOLDING N V18.5K shares235.42%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP48.0K shares1021.70%2025-09-302025-11-14 SE SEA LTD69.3K shares-42.55%2025-09-302025-11-14 AMZN AMAZON COM INC50.0K shares-40.99%2025-09-302025-11-14 GDS GDS HLDGS LTD244.6K shares-65.78%2025-09-302025-11-14 CLBT CELLEBRITE DI LTD357.8K shares-35.28%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V25.2K shares10.00%2025-09-302025-11-14 APPF APPFOLIO INC20.0K sharesnew addition2025-09-302025-11-14 MNDY MONDAY COM LTD19.8K sharesnew addition2025-09-302025-11-14 AAPL APPLE INC10.7K shares28.89%2025-09-302025-11-14 SNPS SYNOPSYS INC3.5K shares-5.51%2025-09-302025-11-14 ADI ANALOG DEVICES INC6.8K shares11.50%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC2.4K shares-59.50%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available