Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $902.84 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 27 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.31% of the portfolio was purchased this quarter.About 18.14% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 23 new stocks and bought additional shares in 11 stocks.Light Street Capital Management, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $160,057,108Advanced Micro Devices $63,609,645ASTERA LABS INC $60,739,765GitLab $59,380,850Broadcom $57,890,188 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $60,739,765 Holding888787108 - Toast $32,479,850 Holding75734B100 - REDDIT INC $31,678,350 Holding58733R102 - MercadoLibre $21,641,723 Holding833445109 - Snowflake $17,815,000 Holding Largest Purchases this Quarter ASTERA LABS INC 125,750 shares (about $60.74M)Toast 1,167,500 shares (about $32.48M)REDDIT INC 182,500 shares (about $31.68M)GitLab 775,000 shares (about $23.66M)MercadoLibre 12,750 shares (about $21.64M) Largest Sales this Quarter Advanced Micro Devices 109,751 shares (about $63.76M)NVIDIA 135,494 shares (about $27.11M)Amazon.com 73,800 shares (about $17.59M)MKS 18,464 shares (about $8.21M)JFrog 60,500 shares (about $5.50M) 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$160,057,108$781,305 â–¼-0.5%335,14917.7%TechnologyAMDAdvanced Micro Devices$63,609,645$63,755,453 â–¼-50.1%109,5007.0%TechnologyASTERA LABS INC$60,739,765$60,739,765 â–²New Holding125,7506.7%COMGTLBGitLab$59,380,850$23,660,750 â–²66.2%1,945,0006.6%TechnologyAVGOBroadcom$57,890,188$1,303,238 â–²2.3%153,2506.4%TechnologyAMKRAmkor Technology$51,460,598$16,365,850 â–²46.6%596,7835.7%TechnologyFROGJFrog$46,757,760$5,498,240 â–¼-10.5%514,5005.2%TechnologyMKSIMKS$46,170,240$8,212,787 â–¼-15.1%103,8005.1%TechnologyCHIME FINL INC$45,037,343$2,487,788 â–²5.8%2,199,0895.0%COM SHS CL ACPNGCoupang$35,174,250$16,901,757 â–²92.5%2,025,0003.9%Consumer DiscretionaryTOSTToast$32,479,850$32,479,850 â–²New Holding1,167,5003.6%FinanceREDDIT INC$31,678,350$31,678,350 â–²New Holding182,5003.5%CL ANVDANVIDIA$27,356,305$27,110,995 â–¼-49.8%136,7203.0%TechnologyBEBloom Energy$25,477,351$10,153,163 â–²66.3%84,1672.8%IndustrialsASMLASML$21,798,294$21,884 â–²0.1%10,9572.4%TechnologyMELIMercadoLibre$21,641,723$21,641,723 â–²New Holding12,7502.4%Consumer DiscretionaryCLBTCellebrite DI$19,166,223$9,808,718 â–²104.8%1,312,7552.1%TechnologySNOWSnowflake$17,815,000$17,815,000 â–²New Holding70,0002.0%TechnologyMDBMongoDB$16,795,000$16,795,000 â–²New Holding50,0001.9%TechnologyGOOGLAlphabet$15,241,831$53,606 â–²0.4%42,6501.7%Communication ServicesAMZNAmazon.com$12,155,340$17,589,492 â–¼-59.1%51,0001.3%Consumer DiscretionaryDDOGDatadog$10,414,4000.0%40,0001.2%TechnologyROUNDHILL ETF TRUST$8,862,000$8,862,000 â–²New Holding120,0001.0%MEMORY ETFNXPINXP Semiconductors$6,464,533$701,732 â–¼-9.8%23,0030.7%TechnologyADIAnalog Devices$4,179,420$9,135 â–²0.2%10,5230.5%TechnologyQUANTINUUM INC$2,880,681$2,880,681 â–²New Holding35,2420.3%CL A COMGDSGDS$2,155,854$4,444 â–²0.2%71,7900.2%TechnologyBILLBILL$0$23,937,500 â–¼-100.0%00.0%TechnologyIOTSamsara$0$12,168,960 â–¼-100.0%00.0%TechnologyLITELumentum$0$2,032,382 â–¼-100.0%00.0%TechnologyAMPLAmplitude$0$1,997,196 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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