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	$218,708 49.8% of portfolio	6	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BILL FROG GTLB BL NCNO CDNS ANSS 7 stocks	$99,208 22.59% of portfolio	2	5	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE AMZN MELI 3 stocks	$45,861 10.44% of portfolio	2	1	2	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$21,844 4.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$19,858 4.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$15,452 3.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT SNPS 2 stocks	$10,742 2.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$4,416 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,697 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1,380 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts

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