Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $544.60 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 29 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 29.65% of the portfolio was purchased this quarter.About 17.26% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 21 new stocks and bought additional shares in 7 stocks.Light Street Capital Management, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $126,127,778NVIDIA $56,309,140Meta Platforms $31,410,855Marvell Technology $29,782,401Advanced Micro Devices $25,696,744 Largest New Holdings this Quarter Marvell Technology $29,782,401 HoldingGDS $18,655,307 HoldingMobileye Global $15,276,489 HoldingMercadoLibre $13,503,194 HoldingWorkday $11,551,487 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 185,450 shares (about $36.62M)Marvell Technology 269,646 shares (about $29.78M)GDS 785,156 shares (about $18.66M)Mobileye Global 766,892 shares (about $15.28M)MercadoLibre 7,941 shares (about $13.50M) Largest Sales this Quarter NVIDIA 154,380 shares (about $20.73M)BILL 220,015 shares (about $18.64M)Broadcom 42,728 shares (about $9.91M)JFrog 183,497 shares (about $5.40M)Cellebrite DI 230,000 shares (about $5.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLight Street Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$126,127,778$36,624,520 ▲40.9%638,65423.2%Computer and TechnologyNVDANVIDIA$56,309,140$20,731,690 ▼-26.9%419,31010.3%Computer and TechnologyMETAMeta Platforms$31,410,855$10,051,450 ▲47.1%53,6475.8%Computer and TechnologyMRVLMarvell Technology$29,782,401$29,782,401 ▲New Holding269,6465.5%Computer and TechnologyAMDAdvanced Micro Devices$25,696,744$2,381,858 ▼-8.5%212,7394.7%Computer and TechnologyAMZNAmazon.com$24,571,680$1,339,815 ▼-5.2%112,0004.5%Retail/WholesaleCELESTICA INC$22,713,184$608,719 ▼-2.6%246,0804.2%COMFROGJFrog$22,499,179$5,396,647 ▼-19.3%765,0184.1%Computer and TechnologyGTLBGitLab$21,232,849$442,235 ▲2.1%376,8033.9%Computer and TechnologyAVGOBroadcom$20,441,796$9,906,059 ▼-32.6%88,1723.8%Computer and TechnologyGDSGDS$18,655,307$18,655,307 ▲New Holding785,1563.4%Business ServicesCRMSalesforce$16,801,754$57,505 ▲0.3%50,2553.1%Computer and TechnologyMBLYMobileye Global$15,276,489$15,276,489 ▲New Holding766,8922.8%Auto/Tires/TrucksADSKAutodesk$15,061,065$4,184,385 ▼-21.7%50,9562.8%Computer and TechnologyMELIMercadoLibre$13,503,194$13,503,194 ▲New Holding7,9412.5%Retail/WholesaleAAPLApple$13,234,447$3,172,321 ▼-19.3%52,8492.4%Computer and TechnologyBILLBILL$12,990,363$18,637,470 ▼-58.9%153,3512.4%Computer and TechnologyCLBTCellebrite DI$12,738,517$5,066,900 ▼-28.5%578,2352.3%Business ServicesWDAYWorkday$11,551,487$11,551,487 ▲New Holding44,7682.1%Computer and TechnologyGOOGLAlphabet$11,414,033$11,414,033 ▲New Holding60,2962.1%Computer and TechnologyINDIindie Semiconductor$9,470,799$2,208,643 ▲30.4%2,338,4691.7%Computer and TechnologyZSZscaler$5,992,318$5,992,318 ▲New Holding33,2151.1%Computer and TechnologyGE VERNOVA INC$5,557,272$4,915,859 ▲766.4%16,8951.0%COMNXPINXP Semiconductors$332,560$46,766 ▼-12.3%1,6000.1%Computer and TechnologyASMLASML$310,500$88,714 ▲40.0%4480.1%Computer and TechnologyCDNSCadence Design Systems$234,359$234,359 ▲New Holding7800.0%Computer and TechnologyANSSANSYS$232,758$232,758 ▲New Holding6900.0%Computer and TechnologyCEGConstellation Energy$231,987$231,987 ▲New Holding1,0370.0%Oils/EnergySNPSSynopsys$220,839$220,839 ▲New Holding4550.0%Computer and TechnologyBEBloom Energy$0$14,435,457 ▼-100.0%00.0%Oils/EnergyNCNOnCino$0$7,896,489 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$207,420 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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