Light Street Capital Management, LLC Portfolio Holdings by Sector

Light Street Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM AMD AVGO TSM 5 stocks	$177,543 43.3% of portfolio	2	3	1	-	0 Calls 1 Puts
Software—Application \| Technology FROG BILL CRM PCOR UBER NRDY 6 stocks	$82,223 20.05% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL DASH 3 stocks	$51,812 12.64% of portfolio	2	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE CLBT HCP 4 stocks	$43,212 10.54% of portfolio	2	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$42,503 10.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology INDI 1 stocks	$12,695 3.1% of portfolio	1	-	-	-	0 Calls 0 Puts

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