Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $489.53 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 26 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 27.08% of the portfolio was purchased this quarter.About 19.48% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 20 new stocks and bought additional shares in 9 stocks.Light Street Capital Management, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $81,254,873NVIDIA $55,704,430Advanced Micro Devices $41,546,617Broadcom $33,759,131BILL $29,598,073 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC $26,421,930 Holding16935C109 - CHIME FINL INC $23,933,720 Holding36165L108 - GDS $21,844,772 Holding81141R100 - SEA $19,293,562 Holding64110L106 - Netflix $15,452,221 Holding Largest Purchases this Quarter CELESTICA INC 169,252 shares (about $26.42M)CHIME FINL INC 693,530 shares (about $23.93M)GDS 714,582 shares (about $21.84M)SEA 120,630 shares (about $19.29M)Netflix 11,539 shares (about $15.45M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 258,488 shares (about $58.54M)BlackLine 123,470 shares (about $6.99M)nCino 216,717 shares (about $6.06M)JFrog 32,170 shares (about $1.41M)ASML 1,500 shares (about $1.20M) 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$81,254,873$58,544,947 ▼-41.9%358,75716.6%Computer and TechnologyNVDANVIDIA$55,704,430$4,876,677 ▲9.6%352,58211.4%Computer and TechnologyAMDAdvanced Micro Devices$41,546,617$5,267,044 ▲14.5%292,7888.5%Computer and TechnologyAVGOBroadcom$33,759,131$129,280 ▲0.4%122,4716.9%Computer and TechnologyBILLBILL$29,598,073$1,053,942 ▼-3.4%639,8206.0%Computer and TechnologyFROGJFrog$26,712,828$1,411,620 ▼-5.0%608,7705.5%Computer and TechnologyCELESTICA INC$26,421,930$26,421,930 ▲New Holding169,2525.4%COMCHIME FINL INC$23,933,720$23,933,720 ▲New Holding693,5304.9%COM SHS CL AGDSGDS$21,844,772$21,844,772 ▲New Holding714,5824.5%Business ServicesGTLBGitLab$21,400,861$2,711,021 ▲14.5%474,4154.4%Computer and TechnologyMETAMeta Platforms$19,858,311$2,192,127 ▲12.4%26,9054.1%Computer and TechnologySESEA$19,293,562$19,293,562 ▲New Holding120,6303.9%Computer and TechnologyAMZNAmazon.com$18,600,762$234,089 ▼-1.2%84,7843.8%Retail/WholesaleNFLXNetflix$15,452,221$15,452,221 ▲New Holding11,5393.2%Consumer DiscretionaryBLBlackLine$14,580,669$6,990,871 ▼-32.4%257,5183.0%Computer and TechnologyCLBTCellebrite DI$8,844,080$80,000 ▼-0.9%552,7551.8%Computer and TechnologyMELIMercadoLibre$7,968,958$7,968,958 ▲New Holding3,0491.6%Retail/WholesaleNXPINXP Semiconductors$5,001,236$627,066 ▲14.3%22,8901.0%Computer and TechnologyASMLASML$4,416,460$1,202,085 ▼-21.4%5,5110.9%Computer and TechnologyNCNOnCino$4,218,435$6,061,574 ▼-59.0%150,8200.9%Computer and TechnologySNPSSynopsys$1,898,967$14,868 ▲0.8%3,7040.4%Computer and TechnologyCDNSCadence Design Systems$1,835,341$13,867 ▲0.8%5,9560.4%Computer and TechnologyAAPLApple$1,697,987$391,670 ▲30.0%8,2760.3%Computer and TechnologyADIAnalog Devices$1,444,781$1,444,781 ▲New Holding6,0700.3%Computer and TechnologyCEGConstellation Energy$1,380,445$262,727 ▼-16.0%4,2770.3%EnergyANSSANSYS$865,055$1,017,133 ▼-54.0%2,4630.2%Computer and TechnologyREDDIT INC$0$18,520,095 ▼-100.0%00.0%CL AShowing 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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