Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $358.11 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 26.56% of the portfolio was purchased this quarter.About 63.31% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 29 new stocks and bought additional shares in 10 stocks.Light Street Capital Management, LLC sold shares of 7 stocks and completely divested from 12 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $102,462,670NVIDIA $34,867,472BILL $30,406,852Advanced Micro Devices $26,267,536JFrog $20,510,080 Largest New Holdings this Quarter 75734B100 - REDDIT INC $18,520,095 Holding09239B109 - BlackLine $18,447,439 Holding63947X101 - nCino $10,096,241 Holding Largest Purchases this Quarter BILL 509,252 shares (about $23.37M)REDDIT INC 176,550 shares (about $18.52M)BlackLine 380,988 shares (about $18.45M)nCino 367,537 shares (about $10.10M)Broadcom 33,830 shares (about $5.66M) Largest Sales this Quarter Meta Platforms 29,712 shares (about $17.12M)NVIDIA 97,595 shares (about $10.58M)Apple 46,482 shares (about $10.33M)Amazon.com 26,149 shares (about $4.98M)JFrog 124,078 shares (about $3.97M) 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$102,462,670$3,553,894 ▼-3.4%617,24528.6%Computer and TechnologyNVDANVIDIA$34,867,472$10,577,346 ▼-23.3%321,7159.7%Computer and TechnologyBILLBILL$30,406,852$23,369,575 ▲332.1%662,6038.5%Computer and TechnologyAMDAdvanced Micro Devices$26,267,536$4,410,731 ▲20.2%255,6707.3%Computer and TechnologyFROGJFrog$20,510,080$3,970,496 ▼-16.2%640,9405.7%Computer and TechnologyAVGOBroadcom$20,426,795$5,664,157 ▲38.4%122,0025.7%Computer and TechnologyGTLBGitLab$19,472,899$1,763,158 ▲10.0%414,3175.4%Computer and TechnologyREDDIT INC$18,520,095$18,520,095 ▲New Holding176,5505.2%CL ABLBlackLine$18,447,439$18,447,439 ▲New Holding380,9885.2%Computer and TechnologyAMZNAmazon.com$16,334,011$4,975,109 ▼-23.3%85,8514.6%Retail/WholesaleMETAMeta Platforms$13,795,177$17,124,809 ▼-55.4%23,9353.9%Computer and TechnologyCLBTCellebrite DI$10,837,180$397,926 ▼-3.5%557,7553.0%Business ServicesNCNOnCino$10,096,241$10,096,241 ▲New Holding367,5372.8%Computer and TechnologyASMLASML$4,645,699$4,348,841 ▲1,465.0%7,0111.3%Computer and TechnologyNXPINXP Semiconductors$3,805,001$3,500,905 ▲1,151.3%20,0201.1%Computer and TechnologyANSSANSYS$1,696,445$1,478,019 ▲676.7%5,3590.5%Computer and TechnologySNPSSynopsys$1,576,024$1,380,897 ▲707.7%3,6750.4%Computer and TechnologyCDNSCadence Design Systems$1,503,345$1,304,968 ▲657.8%5,9110.4%Computer and TechnologyAAPLApple$1,414,302$10,325,049 ▼-88.0%6,3670.4%Computer and TechnologyCEGConstellation Energy$1,026,498$817,408 ▲390.9%5,0910.3%EnergyMRVLMarvell Technology$0$29,782,401 ▼-100.0%00.0%Computer and TechnologyCELESTICA INC$0$22,713,184 ▼-100.0%00.0%COMGDSGDS$0$18,655,307 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$16,801,754 ▼-100.0%00.0%Computer and TechnologyMBLYMobileye Global$0$15,276,489 ▼-100.0%00.0%Auto/Tires/TrucksADSKAutodesk$0$15,061,065 ▼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$13,503,194 ▼-100.0%00.0%Retail/WholesaleWDAYWorkday$0$11,551,487 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$11,414,033 ▼-100.0%00.0%Computer and TechnologyINDIindie Semiconductor$0$9,470,799 ▼-100.0%00.0%Computer and TechnologyZSZscaler$0$5,992,318 ▼-100.0%00.0%Computer and TechnologyGE VERNOVA INC$0$5,557,272 ▼-100.0%00.0%COMShowing 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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