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 TSM NVDA AMD AVGO NXPI 6 stocks	$187,827 55.31% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Application \| Technology BILL FROG GTLB BL NCNO ANSS CDNS 7 stocks	$102,130 30.08% of portfolio	6	1	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$16,334 4.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$13,795 4.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT SNPS 2 stocks	$12,413 3.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$4,645 1.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,414 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1,026 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts

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