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 NXPI MU 7 stocks	$209,738 51.51% of portfolio	5	1	-	-	0 Calls 0 Puts
Software—Application \| Technology FROG BILL GTLB ADSK CRM NCNO 6 stocks	$103,859 25.51% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$22,006 5.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$20,882 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$15,258 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE 1 stocks	$14,435 3.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT 1 stocks	$13,610 3.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology INDI ASML 2 stocks	$7,420 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts

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