Light Street Capital Management, LLC Portfolio Holdings

Light Street Capital Management, LLC

  • $340 Million
  • Q1 2025

Light Street Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $340 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $53.1M, Nvidia Corp with a value of $34.9M, Bill.Com Holdings, Inc. with a value of $30.4M, Advanced Micro Devices Inc with a value of $26.3M, and J Frog LTD with a value of $20.5M.

Examining the 13F form we can see an decrease of $174M in the current position value, from $514M to 340M.

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 $340 Million
Technology: $308 Million
Consumer Cyclical: $16.3 Million
Communication Services: $13.8 Million
Utilities: $1.03 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2T
$53.1 Million 15.63% of portfolio
319,745
Q1 2025 Reduced 6.28%
$406B
$34.9 Million 10.27% of portfolio
321,715
Q1 2025 Reduced 23.28%
$223B
$26.3 Million 7.74% of portfolio
255,670
Q1 2025 Added 20.18%
$2.27T
$16.3 Million 4.81% of portfolio
85,851
Q1 2025 Reduced 23.35%
$1.62T
$13.8 Million 4.06% of portfolio
23,935
Q1 2025 Reduced 55.38%
$318B
$4.65 Million 1.37% of portfolio
7,011
Q1 2025 Added 1,464.96%
$3.39T
$1.41 Million 0.42% of portfolio
6,367
Q1 2025 Reduced 87.95%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $340 Million
  • Prior Value $514 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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