Light Street Capital Management, LLC Top Holdings and 13F Report (2021) → What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (From Weiss Ratings) (Ad) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $413.50 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 24.25% of the portfolio was purchased this quarter.About 25.10% 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 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $70,477,680Taiwan Semiconductor Manufacturing $59,803,499Amazon.com $28,860,800Advanced Micro Devices $24,997,865JFrog $24,718,980 Largest New Holdings this Quarter Alphabet $16,602,300 HoldingDOORDASH INC $13,117,830 HoldingAdobe $10,057,183 HoldingUber Technologies $7,753,278 HoldingHashiCorp $5,659,500 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 208,470 shares (about $28.36M)Alphabet 110,000 shares (about $16.60M)DOORDASH INC 95,250 shares (about $13.12M)BILL 153,600 shares (about $10.56M)Adobe 19,931 shares (about $10.06M) Largest Sales this Quarter Advanced Micro Devices 140,500 shares (about $25.36M)NVIDIA 21,000 shares (about $18.97M)JFrog 141,613 shares (about $6.26M)Procore Technologies 41,565 shares (about $3.42M)Salesforce 10,483 shares (about $3.16M) 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 PortfolioSectorNVDANVIDIA$70,477,680$18,974,760 ▼-21.2%78,00017.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$59,803,499$28,362,344 ▲90.2%439,57014.5%Computer and TechnologyAMZNAmazon.com$28,860,800$6,042,730 ▲26.5%160,0007.0%Retail/WholesaleAMDAdvanced Micro Devices$24,997,865$25,358,845 ▼-50.4%138,5006.0%Computer and TechnologyFROGJFrog$24,718,980$6,262,127 ▼-20.2%559,0006.0%Computer and TechnologyAVGOBroadcom$22,266,888$9,278 ▼0.0%16,8005.4%Computer and TechnologyMETAMeta Platforms$22,093,890$1,942,320 ▼-8.1%45,5005.3%Computer and TechnologyBILLBILL$19,722,640$10,555,392 ▲115.1%287,0004.8%Computer and TechnologyMSFTMicrosoft$19,353,120$419,458 ▼-2.1%46,0004.7%Computer and TechnologyCRMSalesforce$18,493,958$3,157,270 ▼-14.6%61,4054.5%Computer and TechnologyGOOGLAlphabet$16,602,300$16,602,300 ▲New Holding110,0004.0%Computer and TechnologyMELIMercadoLibre$13,643,927$1,245,855 ▲10.0%9,0243.3%Retail/WholesaleDOORDASH INC$13,117,830$13,117,830 ▲New Holding95,2503.2%CL AINDIindie Semiconductor$12,695,325$385,584 ▲3.1%1,793,1253.1%Computer and TechnologyADBEAdobe$10,057,183$10,057,183 ▲New Holding19,9312.4%Computer and TechnologyPCORProcore Technologies$9,813,974$3,415,396 ▼-25.8%119,4352.4%Business ServicesCLBTCellebrite DI$8,143,423$609,400 ▼-7.0%734,9662.0%Business ServicesUBERUber Technologies$7,753,278$7,753,278 ▲New Holding100,7051.9%Computer and TechnologyHCPHashiCorp$5,659,500$5,659,500 ▲New Holding210,0001.4%Computer and TechnologyCLBTWCellebrite DI$3,495,715$481 ▲0.0%1,672,5910.8%Computer and TechnologyNRDYNerdy$1,724,041$507,437 ▲41.7%592,4540.4%Consumer DiscretionaryGTLBGitLab$0$15,060,032 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$12,728,970 ▼-100.0%00.0%Retail/WholesaleCAMTCamtek$0$7,042,070 ▼-100.0%00.0%Computer and TechnologyLILi Auto$0$4,405,212 ▼-100.0%00.0%Auto/Tires/TrucksADSKAutodesk$0$4,382,640 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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