Light Street Capital Management 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Light Street Capital Management disclosed 29 US equity positions worth $485.8m in its Q4 2024 13F filing. The largest position was TSM at 13.9% of the reported book, followed by NVDA and META. Against the Q3 2024 filing, it opened 11 new positions, added to 5 and reduced 12 among the top 29 holdings.
What did Light Street Capital Management own in Q4 2024? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 13.9% | $67.4m | 341,154 | -2% | reduced |
| 2 | NVDA NVIDIA CORPORATION | Technology | 11.6% | $56.3m | 419,310 | -27% | reduced |
| 3 | META META PLATFORMS INC | Communication Services | 6.5% | $31.4m | 53,647 | 47% | added |
| 4 | MRVL MARVELL TECHNOLOGY INC | Technology | 6.1% | $29.8m | 269,646 | – | new |
| 5 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.3% | $25.7m | 212,739 | -8% | reduced |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 5.1% | $24.6m | 112,000 | -5% | reduced |
| 7 | CLS CELESTICA INC | Technology | 4.7% | $22.7m | 246,080 | -3% | reduced |
| 8 | FROG JFROG LTD | Technology | 4.6% | $22.5m | 765,018 | -19% | reduced |
| 9 | GTLB GITLAB INC | Technology | 4.4% | $21.2m | 376,803 | 2% | added |
| 10 | AVGO BROADCOM INC | Technology | 4.2% | $20.4m | 88,172 | -33% | reduced |
| 11 | GDS GDS HLDGS LTD | Technology | 3.8% | $18.7m | 785,156 | – | new |
| 12 | CRM SALESFORCE INC | Technology | 3.5% | $16.8m | 50,255 | 0% | held |
| 13 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 3.1% | $15.3m | 766,892 | – | new |
| 14 | ADSK AUTODESK INC | Technology | 3.1% | $15.1m | 50,956 | -22% | reduced |
| 15 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.8% | $13.5m | 7,941 | – | new |
| 16 | AAPL APPLE INC | Technology | 2.7% | $13.2m | 52,849 | -19% | reduced |
| 17 | BILL BILL HOLDINGS INC | Technology | 2.7% | $13.0m | 153,351 | -59% | reduced |
| 18 | CLBT CELLEBRITE DI LTD | Technology | 2.6% | $12.7m | 578,235 | -28% | reduced |
| 19 | WDAY WORKDAY INC | Technology | 2.4% | $11.6m | 44,768 | – | new |
| 20 | GOOGL ALPHABET INC | Communication Services | 2.3% | $11.4m | 60,296 | – | new |
| 21 | INDI INDIE SEMICONDUCTOR INC | 1.9% | $9.5m | 2,338,469 | 30% | added | |
| 22 | ZS ZSCALER INC | Technology | 1.2% | $6.0m | 33,215 | – | new |
| 23 | GEV GE VERNOVA INC | Industrials | 1.1% | $5.6m | 16,895 | 766% | added |
| 24 | NXPI NXP SEMICONDUCTORS N V | Technology | 0.1% | $332.6k | 1,600 | -12% | reduced |
| 25 | ASML ASML HOLDING N V | Technology | 0.1% | $310.5k | 448 | 40% | added |
| 26 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.0% | $234.4k | 780 | – | new |
| 27 | AKX ANSYS INC | 0.0% | $232.8k | 690 | – | new | |
| 28 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.0% | $232.0k | 1,037 | – | new |
| 29 | SNPS SYNOPSYS INC | Technology | 0.0% | $220.8k | 455 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.