Light Street Capital Management, LLC Portfolio Holdings

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.