Light Street Capital Management, LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Light Street Capital Management, LLC reported 20 stock positions worth $395.8 million . Its top holding was Nvidia (NVDA) at 17.8% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 11.5% ) and Amazon.com (AMZN, 7.3% ). Compared with Q4 2023, it opened 5 new positions, sold out of 5, added to 6 and reduced 9. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +45% ) and the biggest sale Advanced Micro Devices (AMD, shares −50% ).
Location Palo Alto, CA
CIK 0001569049
Portfolio Value $395.8M (Q1 2024) Holdings 20 stocks · $395.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NVDA Nvidia Corp. 78,000 $70.5M Reduce -21.2% TSM Taiwan Semiconductor-SP ADR 334,870 $45.6M Add +44.9% AMZN Amazon.com Inc. 160,000 $28.9M Add +26.5% AMD Advanced Micro Devices 138,500 $25.0M Reduce -50.4% FROG Jfrog Ltd. 559,000 $24.7M Reduce -20.2% AVGO Broadcom Inc. 16,800 $22.3M Reduce -0.0% META Meta Platforms Inc. Class A 45,500 $22.1M Reduce -8.1% BILL Bill Holdings Inc. 287,000 $19.7M Add +115.1% MSFT Microsoft Corp. 46,000 $19.4M Reduce -2.1% CRM Salesforce Inc. 61,405 $18.5M Reduce -14.6% GOOGL Alphabet Inc. Class A 110,000 $16.6M New MELI MercadoLibre Inc. 9,024 $13.6M Add +10.1% DASH DoorDash Inc. Class A 95,250 $13.1M New INDI Indie Semiconductor Inc. Class A 1,793,125 $12.7M Add +3.1% ADBE Adobe Inc. 19,931 $10.1M New PCOR Procore Technologies Inc. 119,435 $9.8M Reduce -25.8% CLBT Cellebrite Di Ltd. 734,966 $8.1M Reduce -7.0% UBER Uber Technologies Inc. 100,705 $7.8M New HCP Hashicorp Inc. Class A 210,000 $5.7M New NRDY Nerdy Inc. 592,454 $1.7M Add +41.7%
Options reported separately and not counted above: TSM puts ($14.2M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.5M (not counted above) Security Class Shares / Principal Value Change CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 1,672,591 $3.5M Add +0.0%
Total filed on the 13F, all lines: $399.3M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ AMD Advanced Micro Devices Reduce -50.4% 6.32% −6.09 GTLB Gitlab Inc. Class A Sold out 0.00% −4.54 PDD PDD Holdings Inc. Sold out 0.00% −3.84 CAMT Camtek Ltd. Sold out 0.00% −2.12 LI Li Auto Inc. - ADR Sold out 0.00% −1.33 ADSK Autodesk Inc. Sold out 0.00% −1.32 FROG Jfrog Ltd. Reduce -20.2% 6.25% −1.07 CRM Salesforce Inc. Reduce -14.6% 4.67% −1.03 PCOR Procore Technologies Inc. Reduce -25.8% 2.48% −0.88 MSFT Microsoft Corp. Reduce -2.1% 4.89% −0.44 AVGO Broadcom Inc. Reduce -0.0% 5.63% −0.03 CLBT Cellebrite Di Ltd. Reduce -7.0% 2.06% −0.01 META Meta Platforms Inc. Class A Reduce -8.1% 5.58% +0.30 NVDA Nvidia Corp. Reduce -21.2% 17.81% +3.02
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ TSM Taiwan Semiconductor-SP ADR Add +44.9% 11.51% +4.26 GOOGL Alphabet Inc. Class A New 4.20% +4.20 DASH DoorDash Inc. Class A New 3.31% +3.31 ADBE Adobe Inc. New 2.54% +2.54 UBER Uber Technologies Inc. New 1.96% +1.96 BILL Bill Holdings Inc. Add +115.1% 4.98% +1.70 AMZN Amazon.com Inc. Add +26.5% 7.29% +1.49 HCP Hashicorp Inc. Class A New 1.43% +1.43 NRDY Nerdy Inc. Add +41.7% 0.44% +0.00 MELI MercadoLibre Inc. Add +10.1% 3.45% −0.44 INDI Indie Semiconductor Inc. Class A Add +3.1% 3.21% −1.05
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ TSM Taiwan Semiconductor-SP ADR put New 104,700 $14.2M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ CLBTW Cellebrite Di Ltd. -CW23 *W EXP 99/99/999 Add +0.0% 1,672,591 $3.5M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 27 $850.7M TSM, AMD, ALAB, GTLB, AVGO Q1 2026 23 $497.3M TSM, NVDA, AVGO, AMD, CHYM Q4 2025 24 $649.8M TSM, CHYM, NVDA, AVGO, BILL Q3 2025 27 $594.5M TSM, NVDA, BILL, AMD, GTLB Q2 2025 26 $489.5M TSM, NVDA, AMD, AVGO, BILL Q1 2025 20 $308.7M TSM, NVDA, BILL, AMD, FROG Q4 2024 29 $485.8M TSM, NVDA, META, MRVL, AMD Q3 2024 21 $404.1M NVDA, TSM, AMD, FROG, AVGO Q2 2024 24 $411.6M NVDA, TSM, CLS, AMD, FROG Q1 2024 20 $395.8M NVDA, TSM, AMZN, AMD, FROG