Light Street Capital Management, LLC Portfolio Holdings

Light Street Capital Management, LLC

  • $406 Million
  • Q2 2024

Light Street Capital Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $406 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $59.4M, Advanced Micro Devices Inc with a value of $24M, J Frog LTD with a value of $23M, and Amazon Com Inc with a value of $22.8M.

Examining the 13F form we can see an decrease of $4.46M in the current position value, from $410M to 406M.

Light Street Capital Management, LLC is based out at Palo Alto, CA

Below you can find more details about Light Street Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $406 Million
Technology: $352 Million
Consumer Cyclical: $22.8 Million
Communication Services: $19.9 Million
Industrials: $11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $406 Million
  • Prior Value $410 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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