Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $422.58 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 21 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 17.85% of the portfolio was purchased this quarter.About 14.99% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 25 new stocks and bought additional shares in 10 stocks.Light Street Capital Management, LLC sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $78,707,939NVIDIA $69,668,914Advanced Micro Devices $38,141,709JFrog $27,544,876Broadcom $22,580,250 Largest New Holdings this Quarter GitLab $19,015,941 HoldingGE VERNOVA INC $497,211 Holding Largest Purchases this Quarter Broadcom 117,326 shares (about $20.24M)GitLab 368,955 shares (about $19.02M)Advanced Micro Devices 84,482 shares (about $13.86M)JFrog 336,515 shares (about $9.77M)Cellebrite DI 323,269 shares (about $5.44M) Largest Sales this Quarter CELESTICA INC 176,561 shares (about $9.03M)Salesforce 21,417 shares (about $5.86M)Apple 11,942 shares (about $2.78M)Meta Platforms 3,020 shares (about $1.73M)BILL 18,634 shares (about $983.13K) 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$78,707,939$816,596 ▲1.0%453,20418.6%Computer and TechnologyNVDANVIDIA$69,668,914$304,572 ▼-0.4%573,69016.5%Computer and TechnologyAMDAdvanced Micro Devices$38,141,709$13,861,807 ▲57.1%232,4589.0%Computer and TechnologyFROGJFrog$27,544,876$9,772,396 ▲55.0%948,5156.5%Computer and TechnologyAVGOBroadcom$22,580,250$20,238,735 ▲864.3%130,9005.3%Computer and TechnologyAMZNAmazon.com$22,006,877$19,937 ▲0.1%118,1075.2%Retail/WholesaleMETAMeta Platforms$20,882,611$1,728,769 ▼-7.6%36,4804.9%Computer and TechnologyBILLBILL$19,698,790$983,130 ▼-4.8%373,3664.7%Computer and TechnologyGTLBGitLab$19,015,941$19,015,941 ▲New Holding368,9554.5%Computer and TechnologyADSKAutodesk$17,937,329$264,461 ▼-1.5%65,1134.2%Computer and TechnologyAAPLApple$15,265,461$2,782,486 ▼-15.4%65,5173.6%Computer and TechnologyBEBloom Energy$14,435,457$4,932,713 ▲51.9%1,366,9943.4%Oils/EnergyCRMSalesforce$13,708,218$5,862,047 ▼-30.0%50,0833.2%Computer and TechnologyCLBTCellebrite DI$13,610,677$5,443,850 ▲66.7%808,2353.2%Business ServicesCELESTICA INC$12,916,746$9,025,798 ▼-41.1%252,6753.1%COMNCNOnCino$7,896,489$719,367 ▲10.0%249,9681.9%Computer and TechnologyINDIindie Semiconductor$7,154,5690.0%1,793,1251.7%Computer and TechnologyGE VERNOVA INC$497,211$497,211 ▲New Holding1,9500.1%COMNXPINXP Semiconductors$438,018$86,884 ▲24.7%1,8250.1%Computer and TechnologyASMLASML$266,640$11,666 ▼-4.2%3200.1%Computer and TechnologyMUMicron Technology$207,420$38,269 ▲22.6%2,0000.0%Computer and TechnologyDELLDell Technologies$0$17,415,137 ▼-100.0%00.0%Computer and TechnologyPSTGPure Storage$0$9,567,290 ▼-100.0%00.0%Computer and TechnologyNTAPNetApp$0$9,192,714 ▼-100.0%00.0%Computer and TechnologyCLBTWCellebrite DI$0$5,111,546 ▼-100.0%00.0%Computer and TechnologyNRDYNerdy$0$793,250 ▼-100.0%00.0%Consumer DiscretionaryQCOMQUALCOMM$0$294,786 ▼-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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