Light Street Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $514 Million distributed in 30 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 $67.4M, Nvidia Corp with a value of $56.3M, Meta Platforms, Inc. with a value of $31.6M, Marvell Technology, Inc. with a value of $29.8M, and Advanced Micro Devices Inc with a value of $25.7M.

Examining the 13F form we can see an increase of $107M in the current position value, from $407M to 514M.

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 $514 Million
Technology: $417 Million
Communication Services: $43.1 Million
Consumer Cyclical: $38.1 Million
Utilities: $233,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $514 Million
  • Prior Value $407 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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