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 TSM NVDA AMD AVGO NXPI ADI 6 stocks	$213,147 37.77% of portfolio	2	4	-	-	0 Calls 0 Puts
Software—Application \| Technology BILL GTLB DDOG FROG SNOW APPF MNDY CDNS 8 stocks	$178,725 31.67% of portfolio	6	2	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT MDB CLBT SNPS 4 stocks	$54,735 9.7% of portfolio	2	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA SE AMZN 3 stocks	$42,137 7.47% of portfolio	1	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$29,779 5.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$17,895 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$15,787 2.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$9,464 1.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,716 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts

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